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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%Nov 7 9:30 AM EST
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To: Valueman who wrote (5083)12/1/2000 9:30:06 AM
From: DaveMG  Read Replies (1) of 196559
 
Hey there,

A few months ago I asked whether people thought IJacobs might have lost some credibility because "WCDMA" seemed to have whupped CDMA2000 so thoroughly and you jumped down my throat. I have to say now that because of the way the court cases and licensing deals are going that it's pretty clear that IJ has kept control of the crown jewels. But imagine for a moment how much better things would look if Q had gotten a sweep for CDMA2000. I'm still looking for a cogent explanation for why things have evolved the way they have. Have Docomo, Nokia and Ericson bribed everybody? .

And one thing that I'm starting to wonder about with respect to royalties is how Q will be effected by GPRS. It sure does look as if everyone is going to try and copy iMode's success with limited data rates. If they're successful WCDMA will roll out quite slowly, which it seems is going to happen anyway due to technical hurdles. I've never seen anything substantive about the expiration of Q patents with respect to WCDMA but it would seem that the later the rollout the shorter the life of the royalty stream.

And I know this has been discussed but why GPRS at all? One would think that if WCDMA is really so late that Docomo is going to be in trouble at home, but perhapps KDDI is so inept that they'll get away with it..

Dave
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