The New Qualcomm - a S&P500 company Message Board

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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: cfoe who wrote (11931)	6/9/2000 1:16:00 PM
From: puzzlecraft	Read Replies (1) of 13582

One thing that was revealed to me in QCOM's latest PR is that there are at least two levels of licensing. "The Company welcomes the eight domestic Chinese manufacturers to date that have signed CDMA intellectual property research and development agreements, under which QUALCOMM will provide chipsets and system software, and relevant documentation required for CDMA research and development... These agreements allow the manufacturers to develop handset and base station prototypes based on IS-95 A/B and 1x standards." "The manufacturers have the option to secure commercial licenses at any time during the terms of their R&D agreements." At this point, presumably, the handset and base station manufacturers would begin buying ASICs. I suspect ASIC manufacturing licensing is considerably different from these two levels of agreements. John

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