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

To: engineer who wrote (15358)	9/30/2001 9:52:53 PM
From: Kayaker	Read Replies (1) \| Respond to of 197066

Some days I think you guys are just bored and TRYING make this alot harder than it is. Busted! <g> Actually, I'm getting bored watching all my stocks hit the mid single digits and wondering if they're going to fall another 50%. I'm hoping Q isn't next on the list. You read into Dr. J's statement more than it was meant. He meant "like china". I'm sure you're correct since what he says doesn't make sense. However, what he says is perfectly clear and unambiguous and contradicts the "like China" interpretation. If you are correct in your interpretation then the statement should read... In this case, if the Korean licensee accepts the lower royalty rate in Korea, it must also accept payment of the higher royalty rate for sales outside of Korea, as well as commit to purchase QUALCOMM's components instead of... In this case, if the Korean licensee accepts the lower royalty rate in China, it must also accept payment of the higher royalty rate for sales outside of China, as well as commit to purchase QUALCOMM's components Since this was a letter from Dr. J to a Korean government official, I'm sure every word was scrutinized by at half a dozen QCOM lawyers. Somebody oughta fire those lawyers. Thanks to all who responded.

To: engineer who wrote (15358)	10/1/2001 12:06:41 AM
From: kech	Respond to of 197066

The Koreans take the WHOLE china Deal or they keep the WHOLE deal they have. One big point you all keep missing is that the Chinese took the option that they buy components from Qualcomm in return for the lower domestic rate. Now when did you see a sole source contract for say 300M parts? That alone is VERY big news. Realistically, the Koreans should take that deal, as they have only bluffed at making parts now for almost 7 years. If the Koreans took that deal, ie. payed the low domestic rate along with buying "parts" (Is this just ASICS or other parts like Brew, or other?), then they would also have to pay 7% on exports to US. That would be tough for them since US is a pretty competitive market where they face Japanese firms like Kyocera or Sanyo. Wonder what the export rate is for Kyocera? Sanyo?