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

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: kech who wrote (52755)	6/23/2006 10:12:38 AM
From: engineer	Read Replies (1) of 197008

sanyo already has a CDMA lic. that was the bueaty of the JV, as it allows NOK to take branded phones for CDMA out of it wihtout paying a lic fee. It just would probably NOT have used TI chips and thus I would expect that some of this reason behind the backoff was TI related. As I said, the JV had better stay dead, or it will become painfully obvious that market manipulation was taking place to accomodate negotiations. And if anyone even half close to GSM took advantage of this in the way of shorts that there would be a very big case to the SEC. As for spinning the chip biz, it would end up wiht higher net costs to the handset guys. Independent, the chip guys would not have to honor any deal made by Qualcomm and could thus change whatever they wanted. Even in that role, they would have far greater freedom in deal making than they have now.

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