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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (37357)	1/2/2001 9:11:29 AM
From: gdichaz	Read Replies (2) of 54805

Eric L: Conversations on Qualcomm, CDMA (and especially WCDMA - or UMTS) are iterative processes. Hopefully moving toward greater clarity and somewhat closer to reality. But none of this is all that certain or easy. I much appreciate your recent posts in particular which have helped advance understanding on my part - I will speak only for myself. In that spirit, it occurs to me that perhaps a major source of confusion has been at what point is WCDMA (UMTS),for example, "in commercial use"? This is important because this marks the beginning of the accrual of payments to Qualcomm for use of its IPR. Yet substantial payments for IPR will only accrue when WCDMA (or UMTS) is in "wide scale general deployment". The gap in time scale between these two is likely to be 6 months to 18 months, no? Therefore in making attempts to estimate payments to Qualcomm from WCDMA (UMTS) it is necessary to be clear what stage of adoption and scale of commercial operation is being assumed. Again, thanks. Best as always, Cha2 PS And yes, a key signpost for 1x is when the IS 2000 MSM 5105 chipset (or a substitute - which might, just might, include 1xEV) ships. Look forward to that announcement.

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