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


To: Jon Koplik who wrote (89872)12/11/2000 9:47:12 AM
From: Teflon  Respond to of 152472
 
But it's also a given that China's negotiating position can change from day to day, and that anything that has been previously agreed to can always be renegotiated.

My concerns are centered on the perceived crack in the damn, here. To suggest that the players in this 3G game aren't watching QCOM's every move with great scrutiny would be a mistake...and to me this only opens up more avenues for the Q's rivals to attack them through.

Teflon



To: Jon Koplik who wrote (89872)12/11/2000 3:21:11 PM
From: Maurice Winn  Read Replies (1) | Respond to of 152472
 
Hello Sharon, I suppose this decision was the settlement [if QUALCOMM lets it lie] of the disagreement between the Korean companies and QUALCOMM over the definition of PCS and cellular, which Q! claimed attracted different royalties.

I don't think it's significant in the grand scheme of things.

This was all argued here years ago.

In relation to problems elsewhere as a result of this decision, it is likely to be a problem more for the W-CDMA crowd because this lumps PCS and cellular together and the essential difference is wavelength. The W-CDMA people seem to think that their 'different wavelength' and 'different bandwidth' might be enough to define it as not royalty bearing intellectual property of Q! Hahaahah to that! This decision says they are wrong. So if anything, this is good for QUALCOMM outside the payments they will have to make to the Koreans.

Mqurice

Edit...I now see it more posts explaining it.