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

To: JohnG who wrote (13211)	6/25/2000 9:34:00 AM
From: JohnG	Read Replies (2) \| Respond to of 13582

NOK to buy QCOM ASIC's per Union Tribune. JohnG uniontrib.com

To: JohnG who wrote (13211)	6/25/2000 9:51:00 PM
From: engineer	Read Replies (4) \| Respond to of 13582

a few ideas....One, there are still alot of empty telephone mfg plants in Korea. I believe that you can buy them from Hyundai, LGIC, or Samsung for less than if you built it yourself. Second, did any of you think that IF telson already had an 1800 MHZ Korean PCS phone, that perhaps NOK would redo the user interface and retarget that phone into Brazil? If NOK were willing to put up $100M in equipment, they could bring up enough capacity in Korea to supply the world. NOK has already built a large facility there to build phones. I do not doubt for a second that NOK will build phones there. I also think that they will build a NOK first generation Verizon phone there ASAP and be selling it in less than 4 months. At that point they need a 1x lic. this does not hurt the Q/Korea relationship, as they just helped the Korean balance of trade out alot if NOK ships phones outside the country..

To: JohnG who wrote (13211)	6/26/2000 12:38:00 AM
From: JGoren	Read Replies (2) \| Respond to of 13582

Telson's license is one for making and selling handsets. The license would not allow it to buy and resell chips. If NOK wants chips, it has to buy them as part of an OEM manufactured handset, buy them from one of the few companies licensed to make chips and sell them, buy them directly from qcom or make the chips itself under the license that it has. There are no other ways, and its a violation of the licenses to to acquire chips in the manner you suggest. John G, this is not aimed at you, but there is a great deal of speculation by folks on the thread who don't understand licensing 101 or the types of licenses Qcom makes.