Globalstar Telecommunications Limited GSAT Message Board

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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 48.46

+0.4%

11:51 AM EST

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To: Maurice Winn who wrote (22969)	4/6/2001 8:11:16 PM
From: pcstel	Read Replies (1) of 29986

<OT> Maurice: I picked up some IDCC (10K) the other day at 8 7/8.. The agreement with IFX and Matsushita on 3G IPR for W-CDMA kind of caught my attention.. And I carried on some lengthy conversations with several of the QCiBR regulars in PM Mode.. And want your opinion.. Number One: Matsushita signed a "multi-million dollar" royalty bearing license with Matsushita (which is getting ready to actually ship (In theory) W-CDMA UT to DoCoMo.. The day before that, IDCC signed a agreement with Infineon.. So that pretty much tells us that IDCC IPR IS required for W-CDMA (DoCoMo Version 1.0).. Now IJ has stated several times that QCOM does not require additional IPR from IDC for W-CDMA However, if that were true.. Then Matsushita would not have needed the IDC license.. Because they would have had access to these IPR via their QCOM license.. Then someone noted that maybe IDC's W-CDMA centric IPR is licensed to QCOM, but is not pass-thru as most of IDC IPR is for QCOM.. Which I stated may be a possibility.. However, Since the license agreement with IDC happended many moons ago, before W-CDMA was announced.. Then how could that be? So that leads me to conclude that either QCOM has signed a new license agreement in the last year with IDC for the necessary W-CDMA centric IPR, but is not allowed to "pass-thru" this IPR to it's licensee's.. Which neither company announced a Press Release about such an agreement.. Or, QCOM does not have access to the necessary IDC IPR for W-CDMA and will require a new license from IDC for such IPR.. In a market that shows a Who's Who of Insider Selling.. Including QCOM I might add... IDCC Insiders are actually BUYING!! biz.yahoo.com PCSTEL

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