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

To: Dexter Lives On who wrote (114972)	3/3/2002 5:50:01 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 152472

>> My understanding of the Chinese economy is that there will be no profits leaving the country, certainly not in the form of royalties. OK, you don't trust the Chinese to honor their contracts. But even if we disregard the impact this might have on their recent and long sought admission to the WTO, where do you think they'd get their chipsets if Qcom cut them off? LSI and TI haven't been able to build current generation cdma chipsets, and even Motorola is buying chips from the Q. The network is valueless without the handsets. Do you really think China would eat billions of dollars of installed infrastructure to save a few million on royalties? >> It's not clear to me how QCOM will benefit from the uptake of TD-SCDMA, if at all... That's apparent, but it will become clear once you do some focused dd. uf