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

To: slacker711 who wrote (52964)	6/29/2006 4:53:28 PM
From: slacker711	Read Replies (2) \| Respond to of 197000

Anil Ambani, Jacobs haggle for 5 hours, and then again dnaindia.com Nivedita Mookerji Thursday, June 29, 2006 23:35 IST Volume discounts discussed in rounds of parleys with Qualcomm honcho. NEW DELHI: Qualcomm CEO Paul E Jacobs’ last stop in India looks to be the most crucial one. Along with senior executives of Qualcomm, he is learnt to have been in a meeting with Reliance Communications chief Anil Ambani for around five hours on Thursday. Jacobs also met Ambani for a second session over dinner in Mumbai. Qualcomm ruled out royalty cut on CDMA handsets in his meeting with Ambani, so the two discussed volume-related discounts, sources said. A number of opportunities related to volume discounts were discussed, Jacobs told the media after the marathon meeting. He did not elaborate on “volume”, but indicated that it did not necessarily mean subscriber base of an operator. There can be a lot of things related to volumes, he is learnt to have said. However, if Qualcomm takes into account subscriber base, Reliance Communications with around 20 million CDMA subscribers, would emerge the winner. Since Reliance Communications recently indicated its plans to focus significantly on the GSM technology, it was important for Qualcomm to make things attractive for Ambani to continue with the CDMA platform. In fact, a day before meeting Ambani, Jacobs had told the media that he would try to convince Ambani to continue with the CDMA platform. “It seems strange to move from a 3G technology (CDMA) back to a second-generation technology (GSM),” he had said. Qualcomm officials have also met communications minister Dayanidhi Maran, Trai chairman Nripendra Misra and Tata group chairman Ratan Tata in this trip.

To: slacker711 who wrote (52964)	6/29/2006 8:42:36 PM
From: Rush Limpbore	Read Replies (1) \| Respond to of 197000

Cost to subscribers of CDMA service in India is exactly half the cost per minute used compared with the cost to GSM subscribers. I bet the CDMAers can't wait to ditch that nasty old QCOM and pay twice as much for the superior Finish service. Maybe five times the yield per hectare is actually worth something after all. Of course governments can and do destroy all over the world. Bush for example has cost me at least a couple of million bucks with his mad attacks on the world. No wonder people don't want to use CDMA when Bush can turn it off in the blink of an eye. Everybody does know that don't they?

To: slacker711 who wrote (52964)	6/30/2006 10:24:37 AM
From: slacker711	Read Replies (5) \| Respond to of 197000

I know that this thread is going to go into an absolute frenzy of accusations about bribes, kickbacks, and just plain stupidity on the part of both Reliance and Vivo. However, prior to that, I really do think it is worth looking at these numbers again. trai.gov.in The All India blended Revenue Per Minute (RPM) for Mobile Service (GSM) for the quarter has marginally increased from Rs.0.92 in the quarter ending Dec-05 to Rs. 0.93 in the quarter ending March 06. The All India blended Revenue Per Minute (RPM) for Mobile Service (CDMA) for the quarter was Rs.0.47 as compared to Rs.0.55 in the previous quarter implying a reduction of 14.5%. Think about it, GSM is clearly more expensive than CDMA in India, and yet three out of every four new subscribers choose GSM. Why is that? In the end, the customer is king....and they must see a substantial extra value from going with GSM over CDMA. It might be brand, handset choice, handset prices, SIM cards, roaming, or maybe they just love Europe, but it is obviously SOMETHING. Slacker