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

To: Art Bechhoefer who wrote (394)	7/7/2000 10:26:06 AM
From: engineer	Read Replies (2) \| Respond to of 197477

a few ideas on the koreans... 1. The press about loosing subscribers doesn't hold up. The subsidy is on PURCHASE of a new phone in which the carrier pays a good part of the phone price. The report they published was showing that they lost subsceribers. to what? why would putting a higher price on phones cause them to loose existing customers? Where did the churn go to? remember most of the big cariers reported the loss, so it was agregate across the whole industry. 2. The Koreans have long been whining about royalty payments. So what is the royalty payment strucutre of WCDMA? Is it like GSM, where they pay 15% to a multiple of companies, all of which take a separate negotiation and fee? I think they are really trying to get a concession out of Q for royalties on CDMA2000 or to get some joint IPR included. 3. Remember the DDI annoucement? So for a month or two, DDI was definitely going WCDMA. How much of that was misquoted FUD? alot of this doesn't hold up well to me and I can't figure out the actual facts behind it. The Koreans have long been able to turn grey into green with smoke and mirrors. anyone got some real info here?