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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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To: DownSouth who wrote (1371)	7/25/2000 5:32:26 PM
From: Getch	Read Replies (3) of 196971

With the Spinco move today, has Qualcomm eliminated the need for W-CDMA? W-CDMA is not an evolution of GSM, it is the path to 3G chosen by the GSM world. It is an entirely new system, requiring a basic start from scratch approach. New everything. W-CDMA was developed, in essence, to try to separate itself somehow from Qualcomm. It offers no improvements to CDMA, only differences to Qualcomm's CDMA. The only reason for W-CDMA to exist is for the companies who tweaked CDMA to obtain their own IPR and royalties. With this move, Qualcomm has re-established the position that royalties to Qualcomm will remain the same, regardless of flavor. Spinco will be given essential W-CDMA IPR by Qualcomm to negotiate into the W-CDMA pool to obtain any W-CDMA IPR that it needs at no additional cost. Qualcomm/Spinco obtains needed W-CDMA patents if/when that standard arrives, at no cost. Developers of W-CDMA bells and whistles recieve zero discount on royalty rates due to Qualcomm, and are forced to give their bells and whistles to Spinco for free. What then, is the reason for W-CDMA to exist? Also, if there does happen to be a reason, Spinco will be fully W-CDMA licensed, and will be the low cost producer of W-CDMA chips as it has no royalty payment to Qualcomm.

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