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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: brian h who wrote (2910)	11/3/1999 9:16:00 AM
From: JGoren	Read Replies (4) \| Respond to of 13582

I did not pick up that mot buying qcom chips in CC. Can you point to where or what question in the CC?

To: brian h who wrote (2910)	11/5/1999 9:16:00 AM
From: quidditch	Respond to of 13582

Reg. China, Slick Willie may want to get a WTO agreement with China now to finish his term with a win in his foreign policy. The question is how fast can both sides compromise. Hard to say. The issue of CDMA in China is not just politics any more. China want a cheaper deal (ie. IPR rate) that will not only save some bucks but also some technology and manufacturing knowhow for its companies in China. China is concerning more about 3G than 2G now unless it gets a cheaper deal from QCOM and US on CDMAone. Hey, brian, I agree with the snip from your post, except that I think that the CDMA elements to which you refer (IPR rate etc.), have been part of the context of MII authorization of "official" CDMA adoption from the beginning, and I posted as much back in May (it would take as many months now to find that url). My post then also raised the thorny issues of appropriate IPR/technology transfer issues, with which all vendors/manufacturers of technology to and in China have to be concerned. IJ implicitly raised these and similar concerns in his somewhat guarded response to the China status questioner on the CC. Unfortunately, since May (or whenever Zhu was in the US), the political barriers to entry have been raised. Best, Steve