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

QCOM 174.23

-0.6%

Dec 22 3:59 PM EST

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To: LarsA who wrote (4941)	11/25/2000 10:51:04 AM
From: rf_hombre	Read Replies (1) of 197015

Lars,The question is how much of the non standard (IS95 & wCDMA) IPR that relates to implementation is essential and licensable. In other words, do the existing agreements cover non standard specific essential items ? Regardless of the show stopping potential of the above, it would not be in QCOM's long term interests to tighten the thumbscrews too much on Nokia and Ericsson, as 3G implementation delays will affect QCOM's IPR revenue. So you need not be afraid of the dark, dirty CDMA bag of tricks. By now, British and German 3G operators are no doubt breathing down the necks of vendors to deploy WCDMA networks fast. This time pressure in turn gives QCOM an enviable upper hand in any IPR negotiations. So if anything, this is the best time to own Q!

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