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

To: Art Bechhoefer who wrote (33013)	3/2/2003 5:56:49 PM
From: John Biddle	Read Replies (2) \| Respond to of 197254

I doubt that a GSM handset can be sold in China for less than a Chinese made CDMA handset with similar performance, unless the consumer gets a subsidized price. GSM handsets outsell CDMA handset in China EVERY DAY. And by a lot. And it was the CDMA vendor doing the subsidizing until lately. Far more important things affect what goes on in the marketplace than Q's royalty rate.

To: Art Bechhoefer who wrote (33013)	3/3/2003 1:16:26 PM
From: engineer	Read Replies (1) \| Respond to of 197254

You take an irrelevant fact and try to force it to prove your point. You ignore the real market drivers in all this and then BS your way into proving a point. You know so very little sitting here in your office and not BEING there. China is selling handsets over GSM BECAUSE IMJ offered them a path to duplicate the Korean model, which is to take over the domestic market back from the predatory GSM people who have not allowed them ( or not approved them for use) in the China market. It has very little to do wiht royalties, except to keep out the outsider predatory handset people like NOK and MOT from flooding the market. The fact the Korea whines about royaties is just a negotiating point when they want something.