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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 169.27-4.8%3:59 PM EST
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To: Ramsey Su who wrote (33783)3/31/2003 5:48:57 PM
From: voop  Read Replies (1) of 197175
 
So if Capitel and Puritan have CDMA manufacturing licenses,
don't they still have to purchase a majority (can't remember or find the %) of their ASICs from Qualcomm?

qualcomm.com

"Under the agreement, QUALCOMM will grant to Chinese manufacturers royalty-bearing licenses under QUALCOMM''s intellectual property to make and sell subscriber units and/or infrastructure equipment for wireless applications. Chinese manufacturing companies who enter into such licenses with QUALCOMM will give assurances to purchase their requirements of CDMA Application Specific Integrated Circuits (ASICs) from QUALCOMM as long as QUALCOMM''s ASICs are competitive in price and function."

Would this not effective hamstring production of handsets that could be produced with Nokia ASIC? Might it also lower ASP that Qualcomm receives to stay competitive over possible lost leader pricing from Nokia. Better news for Chinese consumer than Q shareholder?

Also, Nokia press release states "- Nokia will be the major shareholder of the new company with over 60% ownership" Was there not some caveat requiring less than majority control from non-Chinese joint venture partners? I noted that Shanghai Bell was 51% and Samsung 49% with their announcement a few years ago samsung.com
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