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

To: genedabber who wrote (77516)	6/1/2008 1:25:01 AM
From: FWS	Read Replies (1) \| Respond to of 196740

Maybe China is like Nokia..stalled for as long as they could trying to find a technology workaround. But in 8 years.. the promise of 3G is finally here. In the early days of 3G nobody knew what it really was, and nobody ever really utilized it or even cared because the speed differences between 3G and 2G phones was not wide enough to enable really differentiated or valued services. But video is now here, Tv is now here. Music downloads are here, google maps is here. And for all of these.. a 3G phone is really needed. Maybe China is thinking, "if we don't move now and quickly, we'll be left behind, OR.. maybe with the help of Q.. we can fight it out with NOK in the handset market in our domestic markets. Maybe??

To: genedabber who wrote (77516)	6/1/2008 8:12:16 AM
From: quartersawyer	Respond to of 196740

China Telecom is the second largest telecom company in China, and has the total motivation to make CDMA a huge success, since its landline business will only shrink with time. It has the resources, telecom base, and backing of the government to do just that The backing is questionable. China Telecom was stripped of its corrupt monopoly, degraded to a hobbled number two, given no mobile license while the offshoot developed half a billion paying customers. What Telecom will be allowed to do this time is unknwn. Nothing will be freely competitive, that we do know. Qualcomm has been paid for CDMA2000 all along. Even the old 2% royalty for the domestic manufacturers with their unpopular handsets expired years ago. And what did that article say, that Telecom will pay 4% as an operator? That Netcom will pay for WCDMA? When does third string Netcom get a license and the $billions for the expensive upgrade to the big Unicom GSM network? Has the government turned the whole successful mobile industry upside down against their unstoppable Baby Huey Mobile and their scrawny TD spawn? The 50+ million PAS extreme low-end subs will eventually be new CDMA subs, and personally I don't believe that Mobile's high end subs will be stuck with just TD, free to jump to a Unicom DO or a Netcom HSPA. It also seems unlikely that Qualcomm gives nothing, but as a new agreement with a very big, very tough customer, the reported "4%" is important and relevant frand input.