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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JH who wrote (25349)	5/25/2000 12:11:00 PM
From: Uncle Frank	Read Replies (1) of 54805

John, I think that most of your comments are based on recycled rumors that have been analyzed and discredited many times over the past months on various Qualcomm threads. >> there seems to be very little evidence that the adoption of QCOM's version of CDMA (both the current CDMA-One and the future HDR)is currently in a "tornado", with triple-digit growth. A modest amount of dd on your part will dissuade you from that impression. A good starting point would be at cdg.org >> DDI is only a small player amidst a sea of DoCoMo's own WCDMA standard. There appears to be no substance to the claim that WCDMA is not covered by qcom's patent portfolio. Major infrastructure players, including Ericsson, Motorola, Samsung, Lucent, and Hitachi have contracted to pay qcom the same royalty rates on wcdma as they do on other cdma products. >> Most telecoms seem rabidly against having to pay QCOM any royalties with respect to 3G. Many are instead choosing to either develop their own "royalty-free" version of 3G. Examples: Nokia's JV with IDCC to develop another version of 3G BCDMA. Why are you defining Nokia as a telecom? They are a wireless equipment manufacturer selling to telecoms. In reality, the analysis I've seen indicates carriers must pay larger royalties on gsm products than on cdma products. uf

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