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Technology Stocks : Qualcomm(QCOM) -> SpinCo

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To: Don Lloyd who wrote (82)	8/1/2000 5:27:15 PM
From: w molloy	Read Replies (2) of 172

>> Why do you think that SPINCO would want to enter the formal patent pool? The formal arrangements regarding IP have to be worked out for WCDMA-UMTS. However, it seems to be a reasonable assumption that the current GSM arrangmemts will be used as a model. So if SpinCo wish to participate in UMTS, they will have to participate in the pool. >> any successful IC for W-CDMA will require the rights The article was indicating that SpinCo would also enter extant GSM only markets. I think that this is unlikely, for all sorts of reasons, but I would discount this purely on the number of errors in fact and perception in the article.

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