The New Qualcomm - a S&P500 company Message Board

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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: A.L. Reagan who wrote (11753)	6/7/2000 12:22:00 PM
From: SKIP PAUL	Read Replies (1) of 13582

Same way royalty-pregnant GSM competed with IS-95. Many of the players will no doubt participate in a patent pool, and the lower pool royalty rates will be available only to pool members. Pool members who seperately license, or x-license non-poolers will be able to charge them uniformly higher rates. At least that's the way these types of arrangements have typically functioned in the past. Eric L. might have a better perspective on how the DS IPR cost structure is likely to play out. I think that the Bottom line is that QCOM seems to be in the drivers seat and it will not agree to it unless it sees it in its best interest.

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