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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: nbfm who wrote (316)7/6/2000 10:44:43 AM
From: foundation  Respond to of 197478
 
((start making parts for mobile phones and networks in Beijing this month))

This is not new - plenty of GSM equipment currently being made in China by multiple vendors.

China's problem, and QCOM's advantage, is that they are not being made by China. And China is not pleased with its 2 1/2% cut.

regards,
blg



To: nbfm who wrote (316)7/6/2000 2:54:58 PM
From: w molloy  Read Replies (1) | Respond to of 197478
 
>> GSM parts to be locally manufactured in China -- looks like the GSM camp is awakening
to its achilles heal (in China).

Can you expand on why you think that loacal manufacturing in China is a problem for GSM?

w.


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