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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (27132)	7/1/2000 7:16:11 AM
From: shamsaee	Read Replies (2) of 54805

I believe 30% to 35% revenues are generated from CDMA Asics sale.If the koreans should end up going with WCDMA, we will have a few factors bringing the companies growth down considerably. 1)Since there are no clearly defined specs on WCDMA,qcom has no Asics production in the area and being built on top of a gsm stack will be at a disadvantage to other producers(NOK,ERIC,MOT and the rest of GSM camp) since they have considerable GSM expertise.Qcom will also have to cross licence GSM IP which will give the GSM camp some leverage. 2)The time delay will also be a SIGNIFICANT FACTOR.To my knowledge there is no WCDMA system ready for roll out,while CDMA 2000 is ready for implementation and hence those promised earnings will not happen. 3)The royalties in wcdma should remain the same as per Qcom's IR but will probably take some lawsuits to be recieved(my personal opinion,Although IJ mentioned something along the same lines in a CC).The time frame of the legal battles is anyone's guess. ERIC's and Chaz's opinion here would be appreciated. I beieve HDR success is a very important to earnings in order to offset possible setbacks in other areas.

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