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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 155.82-1.3%3:59 PM EST
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To: Art Bechhoefer who wrote (78594)8/15/2000 1:31:53 PM
From: JohnG  Read Replies (1) of 152472
 
Art Bech--Royalties of 4.5% are really not the issue at all. The issue is who sells the equipment and grows their telecom industry and who is shut out. European equipment companies backed by government owned state monopolies and Japan's NTT see a chance for control of the majority of future equipment if they can destroy QCOM's CDMA operators market and equipment makers. Their GSM upgrade path involves selling much more equipment that a QCOM path. They have little expertese in QCOM's CDMA. Their governments are behind them. They have control now with GSM having defeated Motorola in the 2G battles and won't willingly give an inch.

The US is on the defensive here with NORTEL, Lucent, Samsung and a few others facing incumbent European equipment makers, and Govt owned operator monopolies with very deep pockets. They hope to slowly take back the key IPR by forcing divergence from QCOM's designs and IPR. QCOM however owns the critical IPR and is striving mightily to enhance the value chain for CDMA.

Content is the key. No one needs the higher data rates if theycan't use it to provide dazzeling content to subscribers eager to use the high bit rates. The networks, handsets and content is slowly being put into place.

This is the first serious trade war I have ever witnessed.
JohnG
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