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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 137.67-7.5%10:53 AM EST
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To: voop who wrote (606)7/11/2000 9:35:00 AM
From: carranza2  Read Replies (2) of 197593
 
You've put your finger on the heart of the 3G issue, voop, at least as far as Q's future in it is concerned.

If it turns out that WCDMA will take a commanding lead in 3G, which is possible, the Q's future will depend on whether its patents are sufficiently essential such that the players will come on their collective hands and knees to worship at the Q's altar. The net/net to Q will be whether the inevitable cross-licensing deal with NOK will result in a sufficiently positive royalty flow such that the Q prospers.

While some people at SI believe that ERICY made a better deal than the Q, the agreement is confidential. Moreover, it will not be until a year or two down the road until the net effect of the settlement will be known.

Obviously, the Q needs to inform the investment community in a painfully detailed manner why its portfolio of patents will apply across the board to WCDMA, and why it believes that any eventual cross-licensing deal will be royalty positive to it. Until that happens, in a convincing manner, the FUD will continue to affect the stock price.

I normally agree with the Q's PR policies. However, I think that it needs to speak up on the point I just mentioned.

Obviously, there are no problems with CDMA2000, at least from a royalty standpoint.
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