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Technology Stocks : The New Qualcomm - a S&P500 company

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To: Kayaker who wrote (5274)	1/16/2000 7:04:00 PM
From: Kayaker	Read Replies (3) of 13582

12/22/1999 Conference Call - Selected Bytes - CDMA/GSM chips. 1999 Conference Call 12/22/1999 75 min. Investor Conference Call Regarding The Sale Of Its Phone Business Section 3: Question and Answer Session (68 min.) Alex Cena with SSB. Timemark: 22:50 Alex: For Irwin, I think one of your goals has been possibly obtaining some GSM IPR to expand your ASIC business beyond CDMAone. Could you expand a bit on how you intend to accomplish that goal? Thanks. Timemark: 24:07 IJ: With regard to the GSM IPR, yes, I think looking forward, very desirable to be able to have chips manufactured that include both CDMA and GSM capabilities. There are some potential opportunities near term. There are potential opportunities further out certainly as one begins to look toward 3rd generation. As GSM operators then switch over to CDMA, but have to have initially islands of 3rd generation available, they would want to be able to fall back on GSM to fill in the areas around the islands. And so we've been talking with a variety of possible parties who have GSM capabilities, about possible strategic relationships. GSM, it's a little bit messy in that there are so many different parties claiming IPR and there's no one company you can do a deal with and be comfortable that they can give you that IPR protection. And so, the best thing is to work out some arrangements with someone that already has that and work out a strategic way of being able to make the parts. And so we're looking at a variety of those types of arrangements. There's another arrangement we're looking at that I'm not prepared to discuss further at this point but we'll see how that works out. If we can work through our strategic relationships, hopefully we'll find a good way of moving forward.

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