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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.07-1.0%Nov 18 3:59 PM EST

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To: qdog who wrote (43915)10/10/1999 12:34:00 AM
From: Bux  Read Replies (1) of 152472
 
Which brings back to a fundemental question, if W-CDMA is going to be the dominant deployed base, will QCOM make ASIC's for this space?

I assume QCOM will support any 3-G CDMA standard that has enough market share to make it worthwhile. The standards specs will be open and published at some point.

Now in W-CDMA, just how much of QCOM IPR are really applicable?

I think management has come out and said that licensees pay a full royalty whether they use one patent or all.

The CDMA of W-CDMA is in the 2 Mbps fixed portion of 3G. Soft hand-off patent isn't useful in that regard and if it's "fixed" QCOM IPR's are mainly for mobile telephony.

It sounds like you think the air interface(s) for 3G mobile data will not be CDMA or am I misunderstanding what you are saying here?

Bux




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