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ihavenoidea

07/22/03 11:42 AM

#4658 RE: kechuwa3 #4657

"Is" it?<g>
o.k. Assuming (wrongly, probably) the chipset is 30% of the cost of the handset, then q is giving up 30% of its royalty (assuming the royalty percentage on the chip set is the same as that on the handset) for GSM1X rights. And based on the IJ's comments yesterday that the GSM1X trials are proceeding smoothly, then maybe a good quid pro quo. Maybe not. I'll give q the benifit of the doubt based on history.

Which brings up another topic. Wouldn't it be to Q's advantage if China didn't choose 3G this year? If GSM1X becomes first to market early next year it will kill any WCDMA competitor, it seems to me we'd be better off if China Netcom, Mobile, etc. had this info in hand before they choose which system (1X, W, or TD [too bad GPRS and Edge]). Most of all it might be best for MII before they made their decision.
But then what do I know
i