Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: carranza2 who wrote (53138)	7/4/2006 10:15:37 AM
From: barty	Respond to of 197225

Carranza2 - problem here is that Qcom can't rock the boat too much with the Koreans. They need the Korean CDMA handset vendors more than ever - just imagine the problems that would follow if Samsung or LG suggested they were reviewing whether to stay in the CDMA export market?? They are in a completely different bargaining position to six months ago - now that Nokia is walking away and Sanyo is all but dead. The Koreans know this - and let's not forget they've began to talk openly about the ending of royalty payments in Korea later this year. Whether they are right or wrong here - Qcom might have no option but to come to the table...