Elmatador, Q had wcdma chips practically ready last year>
two major pieces of information that
anyone who is in this stock (long or short) should know vis-a-vis QCOM and W-CDMA. ( along w/the list of wcdma lics,Jacobs clarified on 7-12-00)
Under these agreements, a licensee pays the same royalty rate to QUALCOMM for WCDMA and cdma2000 equipment as for cdmaOne infrastructure, phones, semiconductors and other equipment.
Companies with licenses for WCDMA include Samsung, Lucent, Ericsson, Nortel, Hyundai, LG, Sony, Hitachi, ALPS, Matsushita, Maxon, OKI and Philips.''
<< from another poster>>
1.)- Intellectual Property Portfolio - QCOM's Patents relevant to W-CDMA are some 100+ strong...in all likelihood this mean huge royalties and licenses will
have to be paid to QCOM for W-CDMA...many of the current licensing agreements provide for royalties paid to QCOM for 3G derivatives of CDMA
(W-CDMA etc.) Earlier this year, QCOM's KOREAN patents won an overwhelming victory in a challenge from Motorola:
qualcomm.com
2.)- QCOM will be major supplier of W-CDMA chips - QCOM, leveraging it's substantial lead time in CDMA based engineering, has been developing it's
MSM5200 line of W-CDMA (3g) chipsets for some time and will likely be one of the leading, if not THE leading chip set supplier for W-CDMA:
ebnews.com
Soon enough it will become apparent to the ignorant masses that they have severely misunderstood the strength of QCOM's position in the global wireless market.
We might just see a short squeeze of mammoth proportions.
I am long QCOM as of today and plan on accumulating a large(r) position on any further weakness. |
