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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: Eric L who wrote (6131)	1/13/2001 4:13:51 PM
From: RoseCampion	Read Replies (1) of 196961

The company believes its technology will by-pass 80% - 90% of Qualcomm's CDMA patents. Of course, it probably goes without saying among this group that even were this statement proved to be completely true (doesn't ACT-SpectruCell have a high-PR/low-product/IDCC-like history? can't remember...), unless they manage to bypass 100% of Q's patents, then Q's essential CDMA IPR is likely still blocking to any commercial CDMA implementation, and we will still receive our standard x% toll. Perhaps most importantly, successful patent filings may inhibit the global implementation of Qualcomms' WCDMA on an SDR platform. Anyone understand what they're trying to say here? That there patents in SDRs will trump Q's? Or just that their implementation would be cheaper than a Q SDR alternative? -Rose-

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