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

To: Souze who wrote (96899)	4/5/2001 10:25:08 AM
From: Ilaine	Respond to of 152472

Maybe the cause is some internal thing in China. Hard line vs. soft line. We just got rid of the ultimate soft line president, and Bush is hard line. So the hard liners in China think the hard liners should be calling the shots now. They probably didn't like all the free trade anyway. It's easier to control people when they are poor and ignorant.

To: Souze who wrote (96899)	4/5/2001 10:28:14 AM
From: Caxton Rhodes	Respond to of 152472

The royalty issue will work in Qualcomm's favor. The reasons are: 1. the royalties for WCDMA will be significantly higher. 5% to Q, 5-15% to the others, if they can even work it out. When they do work it out, it will become public and look very advantageous to qcom. 2. with CDMA2000 you have a one stop shop for royalties and standards. With the WCDMA players trying to tweak the standard to increase their IPR share, agreement on the final standard will not take place for quite a while. CDMA2000 is better, faster, cheaper and WAY less hassle. This point will become a increasingly important advantage to qcom. Caxton