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

To: Teflon who wrote (89869)	12/11/2000 9:41:16 AM
From: cfoe	Respond to of 152472

My concerns center on China...if the Koreans can argue their market leverage with regards to the early adoption of CDMA warrant this type of royalty, I wonder what the position will be of the MII in China with respect to this position? From the reports and indications we have seen (all unofficial, of course) QCOM has agreed to take a lower royalty from sales in China. So if these reports and indications are correct, it would seem this has already taken place in w/r/t China.

To: Teflon who wrote (89869)	12/11/2000 9:41:51 AM
From: Jon Koplik	Read Replies (2) \| Respond to of 152472

I would assume that the arbitration decision was based upon contractual language between Qualcomm and the relevant Korean entities. Therefore, it would not be an issue of "leverage" per se, but an issue of appropriate interpretation of contractual terms. We are not privy to the contractual terms in Korea or China, so it would NOT seem that one could reach a conclusion that China could get a "better deal" based upon the Korean arbitration. Sharon Koplik