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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jacob Snyder who wrote (27534)	7/9/2000 11:14:22 AM
From: Teri Stephenson	Read Replies (1) of 54805

Hi Jacob, You wrote: 1. I listened to the CEO interview today, and it sounds great. But it bothers me a lot, that I can not find anyone else (other than QCOM shareholders or management) who is confirming what he said in the interview. Specifically, no one else is saying that QCOM's IP content (and hence future royalties) is the same for all CDMA variants. The overwhelming consensus of the analysts and business press, is that the shift to a WCDMA standard means significantly less future profits for QCOM. Most of the WCDMA contracts that will be announced over the next year will overlay existing TDMA and GSM networks. To participate in the chipset business(crucial), QCOM will need TDMA/GSM IPR. I believe QCOM will have to sacrifice some of their CDMA royalties received(to exchange IPR) if they want to participate in the WCDMA chipset business. While they might receive the same royalty, they will need to pay royalties as well. They need to deal. Result: lower net royalties with WCDMA Teri (willing to be corrected if I have understood this incorrectly)

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