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

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To: Ramsey Su who wrote (8460)	4/9/2000 11:35:00 AM
From: A.L. Reagan	Read Replies (1) of 13582

Ramsey, we all agree (including Tero K.) that the question regarding Q's patents on essential IPR for any kind of CDMA implementation has been beaten to death. I too have read this and the prior thread for 2-1/2 years. That is not the question being posed at this time. Over the period you cite (a) Q has been busy developing the means to get from IS-95 to "multi-channel" 3G CDMA; (b) apparently NOK and the much reviled IDC have been busy bees developing, and filing patents for, various elements of overlaying CDMA onto time & frequency division protocols. There are a bunch of new patents out there that have not been looked at from the perspective of a W-CDMA implementation. In addition, for whatever it is worth, the W-CDMA forces seem to have gathered more steam in the past six months than many (myself included) would have expected. It is quite possible (some would say probable) that the ultimate number of "DS" mode 3G subscribers will exceed that of "multi-channel." Accordingly, it is a reasonable assertion that Q needs to participate in the DS mode market as more than just a basic IPR licensor. In order to do this, Q either does or does not have to x-license IPR from NOK/IDC. That is the question, (not the beaten to death whether NOK must license from Q) and it is a big one financially. [Granted, not as big as the transcendent applicability of Q's patents over W-CDMA was when you guys thrashed it out two years ago, but arguably the largest current unknown now that ERICY and MOT are in the fold so to speak.] So what we are trying to understand in these series of posts are NOK/IDC's recent patents on W-CDMA air interface overlay implementation, which was not a topic ever addressed by Gregg Powers (since he quit posting before these patents were filed). To restate the core question: "Can Qualcomm design and market ASICs for the DS mode of 3G CDMA implementation without infringing any NOK/IDC essential IPR?"

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