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

To: Jim Mullens who wrote (31013)	1/11/2003 9:30:47 AM
From: foundation	Read Replies (4) \| Respond to of 197054

re: Samsung Acquires GSM Trade Rights ========== Samsung's China JV could just as easily manufacture MSM6300 handsets as Samsung alone, and this would certainly be MII's preference. It seems unlikely to me that cdma2000/GSM handset production would be the genesis of Samsung's newly won GSM rights... The receipt of rights - of advantage - in China is political, and it's reasonable to look to big picture issues and ramifications. So the special club now includes MOT - who earned its right through an exceptionally long history of working with and investing in China - and now Samsung. It's noted that Samsung's recent investments in China contributed to its success. But what is most interesting is who is missing. Who has invested most in China in recent years? Who has the most China joint ventures of any foreign vendor? Who has set up vast manufacturing centers? If investment in China is the prime catalyst, who has most earned - or bought - trade rights in China? LOL! Why is Nokia stiffed by MII? Nokia must be livid... flush with anger. Is it simply fear that NOK would dominate the market? Then why allow Samsung - the perceived future powerhouse - in now? For MII, what would be worth imposing additional pressure on China vendors - which is clearly what Samsung represents? What can Samsung offer China that NOK cannot? What drives China's decisions - the past/present or the future? GSM - 2G - is the past/present. Samsung received rights to the past/present. How does this speak to the future? In China, spurned suitor NOK is the voice of UMTSwCDMA. With what voice does Samsung speak?