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

To: kech who wrote (32952)	3/2/2003 11:23:02 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 197239

Tom, the reason I think royalty rates are a critical issue is that, as you note, the GSM proponents are using political influence to inhibit adoption of any form of CDMA. The more the GSM people can argue that their GSM/GPRS/EDGE path is sufficient to allow for most applications that people need, the more likely their antiquated technology is likely to be adopted--unless it is so much more expensive than CDMA2000 or other forms of CDMA that the services providers simply won't buy into it. Right now the major service providers throughout the world show no indication of wanting to change to a cheaper technology. All I'm saying is that there probably is a price at which the competing technology is so desirable that even the most concentrated political influence isn't enough to stem the change. I'd lower royalties for a limited period (introductory sale price for those adding CDMA2000 to their GSM services), say for the next three years. It's an offer they probably couldn't refuse. Art