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

QCOM 174.54

-1.2%

Nov 13 3:59 PM EST

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To: Clarksterh who wrote (10038)	5/13/2000 2:19:00 PM
From: Bux	Read Replies (1) of 13582

Re: 1994 IDC/QCOM agreement. One thing to keep in mind before tunnel vision sets in: Qualcomm's position is they don't infringe on IDC's patents, they just licensed the technology out of convenience so they could move on. I'm sure the agreement probably had a statement to the effect that no infringement was being admitted, etc. It might be a grey area and Qualcomm is keeping their future options open. So if Qualcomm wanted to move to spreads greater than 10Mhz without additional licenses from IDC they may be able to defend themselves in court or license another "sweetheart" deal. Note: The term "sweetheart" is used very loosely here. As far as spreads greater than 10Mhz, I think it will be a decade or more. A spread of 5Mhz allows multi-path combining to be used to most of it's potential, I'm not sure any gains achieved with spreads over 10Mhz would justify the other problems introduced with wider spreads but I would be interested in seeing more data on this. Here is a link that discusses some of the trade-offs necessary when using a wider spread: cdg.org Bux

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