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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (73317)	6/5/2000 3:05:00 PM
From: SKIP PAUL	Respond to of 152472

Korean Wireless exports have lifted the whole Korean economy. That is the only area of commerce they are world beaters in. The Royalties paid to QCOM are trivial in comparison. Regards Skip

To: Wyätt Gwyön who wrote (73317)	6/5/2000 3:09:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 152472

>> Keep in mind that Korea is also the world leader in royalty payments to QCOM--I don't think they're so proud of that statistic. I believe it is premature to write off the possibility of their going with W-CDMA. You seem to be presuming that Qualcomm will not be collecting royalties on WCDMA. The Koreans have a lot of experience with cdma; I doubt they will come to that conclusion. More likely, their decision will be made on technical merit, and my expert in this area, Dr. Irwin Jacobs, strongly suggests that cdma2000 will be superior and will be available much sooner than wcdma. I haven't known him to be wrong yet. uf

To: Wyätt Gwyön who wrote (73317)	6/5/2000 3:17:00 PM
From: foundation	Read Replies (1) \| Respond to of 152472

(((( Message #73320 from Mucho Maas at Jun 5, 2000 2:56 PM ET Korea will never migrate to any other standard other than QCOM's. I just don't see the situation as that cut and dried. Keep in mind that Korea is also the world leader in royalty payments to QCOM--I don't think they're so proud of that statistic. I believe it is premature to write off the possibility of their going with W-CDMA. )))) Interesting. My inference is that it is somehow bad to pay royalties to Q, as if their claim to intellectual property is illegitimate - or that somehow the is not worth payment. Perhaps the royalty concept is somehow undemocratic in a European socialist kind of way. Remarkable, self-deluding (in a geopolitical, macro-economic sort of way) mindset. Doomed to fail for a plethora of reasons well outlined by a variety of previous posters.... regards, blg

To: Wyätt Gwyön who wrote (73317)	6/5/2000 3:25:00 PM
From: SKIP PAUL	Respond to of 152472

Here is an illustrative example: From Korea herald: Korea's cellular phone exports surpass white home appliances Korea's exports of cellular phones increased sharply in the first quarter of the year, topping the combined results of white home appliances. According to the Korea International Trade Association (KOITA), the overseas sales of mobile handsets totaled $1.32 billion in the January-March period, a 97 percent increase from the $669 million recorded in the same quarter in 1999. In comparison, exports of home appliances, including refrigerators, air-conditioners and washing machines, stood at $967 million, up 40 percent from the $693 million recorded in the same period in 1999. "Global demand for mobile phones has been growing rapidly since last year. In terms of export volume, the devices already topped white home appliances, Korea's key export item, in 1999. And the trends will continue this year," a KOITA official said. Cell phone exports in 1999 ballooned 158 percent year-on-year to reach $3.66 billion. Exports of white home appliances, on the other hand, recorded only $2.85 billion, which was still a 30 percent jump from the previous year. Air-conditioners accounted for the largest portion of white appliance exports in the first quarter of 2000, jumping 46 percent from a year ago to $338 million. Exports of microwave ovens stood at $214 million, a growth of 31 percent, and shipments of refrigerators reached $195 million, up 42 percent. In 1999, microwave ovens topped the list of white appliance exports at $754 million, followed by refrigerators at $672 million and air-conditioners at $661 million. (HJJ) Updated: 05/15/2000