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

QCOM 174.54

-1.2%

3:59 PM EST

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To: JGoren who wrote (11646)	6/6/2000 3:56:00 PM
From: Kayaker	Read Replies (2) of 13582

But an alternative standard, W-CDMA, has been developed by a slew of telecoms firms, from Sweden's Ericsson <LMEb.ST> and Finland's Nokia <NOK.N>, to U.S.-based Lucent Technologies <LU.N> and France's Alcatel <CGEP.PA> -- all of which claim a share of the patent rights. The list of companies claiming IPR for DS CDMA seems to get longer every day. So far, I have: QCOM Ericsson Nokia Lucent Alcatel NTT DoCoMo IDC ...and I wouldn't be surprised if I've missed a few. I know QCOM will claim the majority and most critical IPRs, but I wish I had a better understanding of how this is likely to play out. Is the expectation that all the other IPRs added together will total such a small percentage that QCOM will still get 4-5%? Is it not a possibility that all the other IPR claims will whittle QCOM's IPR down significantly? Is this not their plan? Do we really know the answer to this or are we hoping/guessing? And I still have no clue how the DS CDMA IPR disputes are likely to be resolved. The Europeans (especially NOK) seem hell-bent on depriving QCOM of significant IPR revenue, so I don't see the path to a solution. It doesn't seem that it would be in anyone's interests to have this tied up in the courts for years. So how will it play out? Will they all blink?

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