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To: ehopper who wrote (75307)7/2/2000 10:27:37 PM
From: sag  Read Replies (2) | Respond to of 152472
 
Samsung's handset margins are in line with NOK, actually a bit higher. Samsung, of course buys chips from QCOM even though their license allows for them to manufacture chips. NOK has a R&D cost for CDMA asics that many seem to overlook. AMD has been chasing INTC for twenty years and the gap hasn't narrowed!



To: ehopper who wrote (75307)7/3/2000 10:36:39 AM
From: waverider  Read Replies (1) | Respond to of 152472
 
>>>so saying that CDMA is cheaper than GSM for a company like Nokia or Ericcson due to royalties (CDMa = 5%, GSM = 15%) is not valid.<<<

I don't think he was saying that. The 15% rates are for the downstream buyers of the equipment. For CDMA, the downstream royalty is 5% as opposed to 15%. THAT is why CDMA is cheaper...other than spectrum effeciencies.

h


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