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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 178.29-1.6%Dec 12 9:30 AM EST
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To: jmac who wrote (11888)6/9/2000 12:01:00 PM
From: cfoe  Read Replies (2) of 13582
 
jmac - I need to say at the start that I do not agree with nor accept your characterization of the Chinese.

However, your post and others do address a valid concern; that is, the risks of QCOM's IPR being used without payment, whether by the Chinese or anyone else. This got me to thinking about the deals QCOM announced the other day.

I do not believe that any of these deals are for the manufacturing of ASICs. Instead I believe they are for other necessary components of a CDMA network, but not the ASICs. If this basic premise is incorrect, someone please let me know.

Assuming this premise is accurate, isn't any CDMA system worthless without the CSM (base-station) and MSM (mobile) ASICs? Since QCOM supplies more than 80% of the MSMs (and maybe 100% of the CSMs) and American companies supply the rest (all who pay royalties to QCOM), doesn't QCOM retain a major leverage point against any funny business by any licensee? That is, if they infringe on QCOM's IP or just don't pay royalties due, all QCOM has to do is turn off the ASIC spigot and have its other licensees do the same.

This would effectively put the transgressors out of the CDMA business until they rectify their transgressions, no?

Again, I may be missing something important here, so if I am someone please straighten me out.
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