The New Qualcomm - a S&P500 company Message Board

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

QCOM 176.67

+1.6%

Nov 12 3:59 PM EST

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To: JGoren who wrote (13249)	6/26/2000 9:37:00 AM
From: quidditch	of 13582

JG, John G: I spoke with Q IR on Friday prior to Ibexx's post of the Volpe/Petersen release. What I was told, to no one's surprise by now, was that Telson's license is only for manufacture of subscriber equipment and does not extend to the licensing, manufacture, distribution or sale of CDMA ASICS other than Q's ASICs. Since NOK is not currently in the market with an acceptable ASIC equivalent to the MSM 3100, the Telson/NOK phones will in fact have Q's MSM3100 chip. Since Telson can not sell or distribute CDMA ASICS (other than Q's), NOK would have to rely on its own license for CDMA ASICs in order to distribute into the market or use Q's MSMs; NOK's current license applies only to CDMAOne. JGoren is correct. My pointed question to Q IR was whether the framework of Q's license agreements would somehow permit a licensee of 1xMC, 1x/hdr and 3xMC (e.g., Telson) to JV or co-market with a party not so licensed (e.g., NOK) in order to penetrate new markets under the umbrella of the licensed party. I do not believe Q's license agreements could be so permissive!! Steve

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