The New Qualcomm - a S&P500 company Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 174.45

-0.1%

3:24 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ramsey Su who wrote ()	4/10/2000 11:49:00 AM
From: carranza2	Read Replies (2) of 13582

I am unschooled in the WCDMA debate that has captured the thread lately. Therefore, accept my apologies in advance if the comments I'm about to make are not helpful to the discussion Is it possible that the debate is the product of the fact that Q has so far been intransigent in it stance on "use one, use all" royalty arrangement? If any of its competitors can legally establish that Q is not entitled to royalties on W-CDMA, then the Q's position in negotiations is undermined by the fact that any potential customers can threaten use of W-CDMA as an alternative. The effect on revenues is not difficult to imagine. All of the information I've seen indicates that the Q believes that it owns essential W-CDMA IPR. The Q has always been forthright and honest in its corporate communications, and I see no reason to start disbelieving them now. What does all of this mean? Is it a last ditch tactic designed to force Q into cross-licensing or pooling agreements with competing W-CDMA IPR holders? If Q persists in its position that it holds essential W-CDMA IPR, we must expect litigation to resolve the issue. Since this will take time, what happens during its pendency? This is where the horizon gets murky. Do the competing holders of W-CDMA have the right to sell working networks while litigation is pending? Does anyone know the answer to this legal question? If Q prevails in such a litigation, it's a Q world. Right? The simple solution(?)is for Q to develop a superior W-CDMA ASIC. No doubt that solution has kept the midnight oil burning at Q's headquarters. I have a lot of faith in Dr. J's ability not only to lead but also to inspire. It would not surprise me, therefore, to see Q pull a rabbit out of the hat. This is a very complicated subject. I had to smile when one of you complained that the language in one of the technical sites was a bit murky. My amateur's attempt to decipher your posts has left me reeling! Once again, please accept my apologies if this post does not add anything positive to the discussion.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next