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

To: limtex who wrote (13642)	8/5/2001 9:24:37 PM
From: marginmike	Read Replies (1) \| Respond to of 196989

quote.bloomberg.com

To: limtex who wrote (13642)	8/6/2001 12:37:08 AM
From: JGoren	Read Replies (1) \| Respond to of 196989

some licensees have most favored company clauses in their licenses. it seems the way the China deal is structured that the lower rate favors domestic sales only and has a much higher rate on export sales. the koreans would pay about the same aggregate. If that report is true, Qcom negotiators were geniuses. As pointed out by Ramsey, a half-way decent percentage of the market in China can be so large that the difference in royalty rates makes no impact. Plus, Korean makers will fabricate higher-end phones, and the Chinese will worry about the low-end, mass market to the average Chinese consumer.