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

To: Jon Koplik who wrote (101206)	7/4/2001 8:06:31 AM
From: marginmike	Read Replies (1) \| Respond to of 152472

Unfrigin believable, but if true and published on thursday Qcom will lose its gains from today. IMHO

To: Jon Koplik who wrote (101206)	7/4/2001 8:10:53 AM
From: JohnG	Respond to of 152472

Siemens is quite small in wireless equipment compared to NOKIA. I am trying to remember what has been worked out by QCOM with China on TD-SCDMA royalties. \|Help anyone.

To: Jon Koplik who wrote (101206)	7/4/2001 8:14:54 AM
From: JGoren	Read Replies (2) \| Respond to of 152472

Looks like Siemens is trying to get TD-SCDMA adopted by arguing there is no license fee. I am skeptical that the Chinese will fall for it. Unless China wants a system that the rest of the world can't use (for political-social reasons), I see little benefit in TD-SCDMA. China's interest is in getting production levels of infra and subscriber equipment high enough to be able to export. Having a separate standard does not promote, imho, that interest. Because of the size of its domestic market, China would be better off to use the standard cdma2000, get its production levels up, and use its labor and other cost advantages to take a large share of the world-wide handset market. I just don't see how a third standard helps.

To: Jon Koplik who wrote (101206)	7/4/2001 8:21:35 AM
From: limtex	Respond to of 152472

JK - Well as a very famous line in the English Courts goes " Well they would say that wouldn't they". Or in New York.....foooooorrrrgeedabowded. The game is over. Dr Jacobs won and now lets get on with fixing the economy, installing 3G and getting Q back to where it belongs in its new natural home in the 200s. Best regards, L