Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.13

-0.5%

9:32 AM EST

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To: Eric L who wrote (39873)	9/6/1999 9:57:00 AM
From: Clarksterh	Read Replies (1) of 152472

Eric - I believe (but am not sure) that Qualcomm achieves additional revenue (beyond the air interface) due to IPR from deployment of a cdmaOne/cdma2000 network or that much talked about CDMA overlay, even though they no longer provide infrastructure. Perhaps someone could comment on this? No, Qualcomm's significant IPR is almost all in the air interface. It is true that, everything else being equal, it is probably better for Qualcomm if the world goes CDMA-2000 (MC-mode) since Qualcomm is probably more competitive in this technology than in W-CDMA. But royalties are almost entirely unaffected by the difference and in fact this was much of the reason for the large fight between Qualcomm and Ericsson for the last several years. Clark

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