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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (1733)	10/30/2005 5:31:33 PM
From: brian h	Read Replies (1) \| Respond to of 218223

""Between 1994 and 2001 royalties were not a problem because the mobile device was sold at a higher price. Now the bulk of the mobile phones are sold in energing markets. The emerging markets (the God Forsaken places that I wrote in that posting) are carrying this industry. it is not in Bethesda, MA, or in Stuttgart where the gorwth is: It is in the God Forsaken places. "" It was a problem. GSM looters should do it 10 years sooner to benefit emerging markets earlier. It is not QCOM's fault in the first place. Those six biggy are funny to use government help to maintain their anti-competitive stunts. Your assumption is incorrect to assume only on emerging market need WCDMA/GSM phones. Non emerging market have replacement cycles to repalce their GSM phones with WCDMA phones too. QCOM in fact lower its chip price to compete with GSM phones with more features for both emerging markets and non emerging markets. That upset biggy like Nokia and Ericssion. Did you see Taiwanese/Korean/Chinese manufacturers (aggregate leass than 15% market share in world wide markets) complain about QCOM's position? If fact they are more than happy to pull Nokia and Ericssion down with QCOM's chips. That is competition you want. Correct? """Now they are doing a Lula: "We can't keep this industry alive if we pay that price for the royalties". Should we negotiate? We are charging very little to the mobile phones for the Nigerians, Indonesias, Banglas, Indians, Chinese, Iraqis, Iranians...""" Who are they? Not Chinese/Taiwanese/Korean phone makers. They want Nokia's market share. """""Now if you threaten the life of someone by killing him by denying the medicine, (in this case the code or the chip) they start thinking about unorthodox ways of negotiating"""" Sound like China' CCP treat their beloved poor citizens. Not Jay of course. He is connected. Jay is not telling you China does not have social welfare (medicines to most poor) in place when they called themselves communists. He would say that is normal for all Chinese. They are used to it. Can you ask your Beijing mogul to help Jay? How soon can CCP implement help to their poor citizens? I thought Jay and other make us believe CCP are more efficient than ever. One would think 20 years (Open China policy) should be enough to set up a system in place by now. You would think Chinese can use their Chinese developed medicines to help their poors. :-) They really do not need any western medicine developed (research and developed money involved)medicines by Merck and such. ++++++++++++++++++++++++++ chinadaily.com.cn "The difficulty in seeking medical help is one of farmer's three worries. The other two being natural disaster and no one to take care them when in old aged", said Mao Fengmei, an NPC deputy and a farmer from Northeast China's Liaoning Province. China, with 22 per cent of world's population, only boasts about 2 per cent of world's total medical resources. "Inadequate government input at public hospitals is one of the reasons leading to the medical bottleneck," Sun said, who listed the "laggard health care system reform" and the disorderly market as reasons. "The government should boost its financial help in public healthcare systems", Sun said. His view was shared by Wang Ying, an NPC deputy from Southwest China's Yunnan delegation. "As the healthcare is a government-initiated public welfare undertaking, the government should shoulder its responsibility," said Wang, a doctor. The government appears to be taking heed of its critics. +++++++++++++++++++++++++++ """"""""Lula did, the phone makers are doing it too. Same thing.""""""""" I am not sure about Lula but I know Hu Gin-Tao are no help to poor Chinese yet. Nokia and Ericsson (phone makers) did I am sure. They want to hold that through legal proceedings. I disagree. :-) """"""Look to the oil industry shooting themselves in their foot. Governments don't ant to stop milking gasoline for taxes, refiners don't want to build more refineriees, emabargoed countries are not opening up to invest in exploration... Which give is the opportunity to sell ethanol and biodiesel...""" Good for ethanol and biodiesel small fishes to take on giant Oil industries. I am all for it. Show me which companies can do better for the future. I want to have a piece of it. BH

To: elmatador who wrote (1733)	11/1/2005 7:52:56 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 218223

<Now if you threaten the life of someone by killing him by denying the medicine, (in this case the code or the chip) they start thinking about unorthodox ways of negotiating...> ElM, theft and murder is an orthodox way of negotiating for criminals and morons. It has been done throughout history and continues now. I doubt that a lot of people will die because they can't afford a CDMA cyberphone, but I'm sure some will. You can perhaps see the dilemma that if somebody invents something at great cost to themselves and others steal it from them because they need it, then the number of inventions will be few. In civilized places, people buy things. They go without other things to save for the things they want. Brazil is a hovel of a place because they have a criminal mindset. Same with China. The USA and Switzerland and Luxembourg do not have that criminal mindset. They produce things that other people want to buy and that's how they get rich. Same with South Korea, Taiwan, Japan [since they gave up militaristic expansion, murder and theft], Singapore, Hong Kong, New Zealand, Australia etc etc etc... Which is not to say those places are perfect. They are not and they are full of democratic theft - governments robbing people left, right and centre. They are just a lot less bad than Brazil, China, Nigeria, Indonesia, Egypt and so on. Mqurice PS: If QUALCOMM gets zero royalty, then the subscriber will not get a cheap phone. There is only something like 5% royalty on the wholesale price of a phone. With a $100 phone, that's $5. After retail, that would be $5 on a $200 phone. So, the price would be $205 instead of $200. Big deal!!! Do you really think that's a lot? <Goverments have to drop taxes, royalties should be deflated, and so that the consumer gets the phones they can afford.> Governments should cut their charges. That's where the main cost of a phone comes from. Tax on all the workers who produce the phones and tax on all the workers who produce the components going into the phones and tax on the suppliers to those suppliers. That's where the big costs are. You could reduce phone wholesale prices to $30.