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To: Jacob Snyder who wrote (27823)	7/13/2000 11:42:12 AM
From: foundation	Read Replies (1) \| Respond to of 54805

QCOM states that it can, and will, design superior chipsets and ASICs for all flavors of CDMA - that wCDMA is fundamental to its core competentcy. If this becomes and remains the case, QCOM will lead in the evolution of the standards, including wCDMA. In leading, QCOM will control. In the end, the best chipsets/ASICs win. NOK has recently proven this thesis. In this context it's not enough to produce - you must produce an equal or better product. Europe will not ban QCOM wCDMA chipsets/ASICs. They will try not to use them. But if they provide a competitive advantage (fewer subscriber complaints, superior performance) they will become the standard. regards, blg

To: Jacob Snyder who wrote (27823)	7/13/2000 11:52:48 AM
From: mauser96	Read Replies (1) \| Respond to of 54805

That's what I meant, except that I don't think all that much profits have flowed to China over the last 40 years, certainly compared to places like Japan and Singapore.China is still third world. I have great respect for the Chinese as a people, eventually they will throw off their old chains, both political and cultural. Their politicians are a different matter. Chinese leaders want power. If you have enough power, you don't need money, you get everything you want free. I remember an interview with an ex high up Soviet official when he said it was not about money, it was about power- being able to dominate your subordinates, to make them grovel before you, to make them fear your every word. Eventually the Chinese will realize that it's one world. Meanwhile if we let them con us that's a reflection on our good judgement.

To: Jacob Snyder who wrote (27823)	7/13/2000 7:35:42 PM
From: solihull	Respond to of 54805

RE: China <<The last-minute deal-breaking demand for QCOM's chip design is a classic Chinese move>> JS, I don't believe China ever truly planned on rolling out CDMA2000. This was simply a ploy (one of many) to ensure WTO entrance. To be sure, they double-crossed Clinton. This is classic Chinese. They backed out literally days after the initial vote was passed. But did so by pushing Dr. Jacobs into a corner, asking him for something they knew he would/could never provide. They knew he would say no. This was their out. Now they can posture, "The Americans are greedy. They won't provide us the technology to make our own ASICs." Should the Senate retaliate? IMO, no. A China in the WTO is clearly better than a China "un-engaged." Funny how, in December, the analysts calculated their QCOM 200+ price prediction "without factoring in China," but now partially blame the sell off on the China disappointment. Best, John