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

To: jackmore who wrote (28551)	11/6/2002 5:07:25 PM
From: carranza2	Read Replies (1) \| Respond to of 197054

Yes, probably a good thing.......as far as WCDMA is concerned. It will have an effect in places where WCDMA and CDMA2000 will compete head-to-head, notably in China. The Chinese are xenophobic. They do not want to see foreigners take easy royalty money out of China if they can help it. This is why I think the recent TD-SCDMA dustup and the royalty cap announcement are probably linked. By accepting a 5% cap, the parties to it are signaling to the Chinese that they (unlike QCOM) are willing to ease Chinese concerns about royalties. Before the announcement, the royalty load on WCDMA was going to be quite onerous. The Q was going to look like the good guy next to the greedy Nords. Things have changed now, but it is a long drawn-out game that has just started. I don't think any of the participants to the cap have any realistic belief that Q would throw in its patents into the 5% pool or that they have any means of forcing it to do so.