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

To: cfoe who wrote (8398)	3/9/2001 10:04:18 PM
From: samim anbarcioglu	Respond to of 196499

cfoe, >>Also, I will take the royalty and infra numbers mentioned in your translation and see if I can arrive at what it might mean to QCOM's eps this year. I'm dying to see that. Of course neither China nor India nor South America have been worked into the stock price today.

To: cfoe who wrote (8398)	3/10/2001 3:09:04 AM
From: tradeyourstocks	Respond to of 196499

I did not notice any mention that requires use of QCOM's ASICs by Chinese handset manufacturers or a contracted price for QCOM ASICs. However, I remember that in some previous post that Chinese would use QCOM ASICs and get a favorable price. The ASIC requirement is part of the framework agreement signed last year. IJ has recently stated that the framework agreement is in effect. I believe the agreement required Chinese handset manufacturers to purchase ASICs from Qualcomm as long as the chips remain competitive in both function and price. I don't see a problem here. microe