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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (36553)7/26/2003 10:41:00 PM
From: Maurice Winn  Read Replies (1) of 74559
 
Jay, I was pleased to see this picture, travelchinaguide.com with LG keeping an eye on things, up close and personal. A kind of modern Big Brother. LG is a major CDMA maker. No doubt their magical pixelating phragmented photon cyberphone light sabres are on sale nearby.

Contrary to popular rumour TD-SCDMA is in fact a technology incorporating QUALCOMM's amazing feats, so there will be royalties payable to QUALCOMM and no doubt QUALCOMM will be selling the ASICs if it's a successful standard. The idea that Chinese companies will simply steal QUALCOMM's intellectual property is 20th century nonsense before the advent of WTO and China enjoying vast trade with the USA [which will not take kindly to their excellent tax revenues from QUALCOMM being usurped by crooks].

With derisory royalties of just over 2%, there seems little point in circumventing QUALCOMM without redeeming technological or market advantages. TD-SCDMA like the Japanese own-use PHS technology won't be exported.

China will almost certainly adopt CDMA2000 when they really figure things out [or be a kind of Albania/North Korea in the mobile cyberphone realm].

Mqurice
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