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

To: Maurice Winn who wrote (20132)3/8/2002 11:42:06 PM
From: John Biddle  Read Replies (1) | Respond to of 196643
 
I see a huge oportunity for a GSM1x overlay in China, but want to know how, if any, the 1x capabilities are limited by running over GSM MAP. If they're not, this has HUGE potential, and China may put pressure on Europe, though given the likely timeframes probably not. But if the 1x on GSM MAP is a puny, limited version of the real thing on the data side, then the upside on the voice side isn't worth considering.



To: Maurice Winn who wrote (20132)3/9/2002 9:35:37 AM
From: David E. Taylor  Respond to of 196643
 
Mqurice:

... China will be able to sell really cheap, high-quality GSM1x subscriber devices around the world and pay QUALCOMM 7% royalty without batting an eye...

China will pay the 7% until it is exporting over 2/3rds of its CDMA handset production, at which point Chinese manufacturers will opt for the Korean royalty rates. And well before that point, Nokia will surely be struggling. (<vbg>)

David T.


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