Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.05

-1.1%

3:59 PM EST

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To: Maurice Winn who wrote (62733)	1/17/2000 3:08:00 PM
From: Ruffian	Read Replies (1) of 152472

From A NOK Thread, WCDMA royalties by: ferspag 1/17/00 2:52 pm Msg: 17856 of 17857 In the air interface agreement between QCOM and ERICY, QCOM was recognized as the company with the IPR on WCDMA technology. The negotiation resulted in 3 seperate pathways for CDMA - they are outlined in the 3G white papers on the CDMA Development Group web site. Go to the section on 3G. All of your answers about QCOM IPR should be satisfied. In essense, QCOM holds all essential patents for CDMA. ERICY dropped their claims that challenged QCOM's IPR for WCDMA. NOK has never challenged QCOM's IPR on the subject because they have no CDMA patents. Further, Philips dropped their legal claims for IPR on WCDMA 2 years ago. Basically, Korea and Japan are the only countries in a position to move towards WCDMA at this point anyway. They are exporting the CDMA technology to all parts of Asia. NOK is in the dark ages as far as CDMA is concerned. They don't even have a infrastructure license for CDMA at this point. Europe is at least five years behind the US and Asia with respect to the movement away from GSM to CDMA. I was really surprised that NOK lost out on the bidding for QCOM's handset division to Kyocera. KYO will now have the highest CDMA market shares in Japan and the US. If you begin to notice a trend in CDMA, you will notice that CDMA is pushing Asia ahead of Europe with respect to telecommunciations equipment. The era of European imperialism in the Asian markets has just been ground to a halt. Personally, I think it works better for the host countries like Japan and Korea because the tradeoff is a reasonable royalty paid to Qualcomm versus no participation at all. Count the number of Japanese and Korean companies with CDMA licenses at this point. None of these companies were ever licensed to particpate in the fortress GSM product portfolio. NOK and ERICY were too greedy with their selective handout of GSM licenses. Not only are these companies going to eliminate NOK and ERICY particpation in their telecomm markets at home, but they will also compete very aggressively with both companies in China and other Asian markets where NOK and ERICY have had no competition with their fortress GSM products. BTW, did you notice that the entire ITU mgmt structure has been filled by Asian delegates. Truly, Asia, CDMA, and QCOM will be at the forefront of 3G wireless.

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