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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 172.05

-3.2%

11:21 AM EST

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To: voop who wrote (33793)	3/31/2003 9:04:32 PM
From: Ramsey Su	Read Replies (1) of 197160

voop, this is purely my guess. There are two "licenses" involved here. NOK has a cdma license from qcom, just no manufacturing license from China. So nokia will pay qcom royalty based on nok/qcom license agreement and manufacture using Capitel or Putian manufacturing license from MII. I think Nokia cannot afford to be locked out of the cdma for much longer so they must pay and pay dearly. Just think what these so call partners can contribute to Nokia's effort in making handsets? So this 60% nokia ownership is more like having to give away 40%, plus help train these partners to become future competitors. In addition, unicom needs some very cheap 1x handsets, no thrills, for their upcoming prepay campaign. With nokia's limited ability to manufacture the more sophisticated cdma handsets, they may be perfect for that role. Unicom can certainly smell nokia's desperation and squeeze this vendor to the max. Ramsey

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