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

To: Jon Koplik who wrote (329)	7/6/2000 11:53:05 PM
From: w molloy	Read Replies (1) \| Respond to of 197470

>> GSM "cartel" must begin to share at least a little bit of the "spoils" of GSM with Chinese manufacturers My point is that this isn't necessarily bad for GSM per se. In fact, it's pretty good for GSM (and bad for QCOM) if the locals make a go of it, as the Chinese network operators are more likely to support local over foreign firms. I assume by 'cartel' you mean the IP pool members. My current understanding of the GSM royalty arrangements is that 15% is levied on the BOM price of a handset. These monies are collected and distributed on behalf of the IP pool members. The royalty is paid by the 'phone manufacturer . The ASIC vendor doesn't pay anything. Foreign 'phone manufacturers (ERICY; NOK; MOT) will lose out, but the IP holders (the same gang of three) still share their 15% (assuming the Chinese pay up)