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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Win-Lose-Draw who wrote (88701)	12/2/2000 1:32:55 PM
From: Peter Sherman	Read Replies (1) \| Respond to of 152472

FWIW - large VZ store here in NYC suburb moving lots of QCP/KYO 2035a phones - 29 bucks and they throw in an extra colored faceplate --store manager says 6035 on way - says the 2035 is flying out the door and none have come back -- says all old NOKs pulled and they are trialing 5185s because they had too many problem with 5160s -- he figures they may get more NOK stuff if this 5185 is better than the previous stuff - also notice a new LG phone priced at 89 bucks, but no promotion - few batwing leftovers [ timeports and a non-tri mode model ] - looks like KYO is pushing hard -- anyone know when VZ started with Lucky Goldstar?? --

To: Win-Lose-Draw who wrote (88701)	12/2/2000 1:45:25 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 152472

W-L-D - I think I may be, let me give it a shot...I gather the concern is that QCOM essentially getting only IP royalties in a world gone WCDMA is not nearly as lucrative position as getting those same royalties AND chipset sales in a world gone CDMA2000. IJ saying the IP royalty rate is true on the surface, but disregards whatever non-CDMA royatlies QCOM may have to pay out on non-CDMA2000 chipsets, and this pay out is why QCOM (SpinCo, whoever) may not be particularly competitive in the WCDMA chipset market. I'm not making any claims here, just taking my best shot at summarizing the recent conversation. Corrections more than welcome. AFAIK, the key point you're missing is that QCOM will NOT be paying out any royalties on chipsets because it will NOT be manufacturing ANY chipsets. One of the purposes of the spinoff is to encapsulate all the requirements for non-QCOM IP in the spinoff. Regards, Don