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

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: voop who wrote (9835)	4/17/2001 9:57:44 AM
From: carranza2	Read Replies (1) of 196726

Thanks for the article. Very interesting to find that MOT followed a very aggressive patent strategy with respect to GSM while ERICY was lackadaisacal. Obviously, ERICY had a lock on GSM infra. So long as it was not paying royalties, and concentrating on its field, ERICY did fine. The Q is acting much like Motorola did when GSM was implemented. The distinction, of course, is that Q refuses to join any Cabal. I wonder about the anti-trust implications of the Cabal's strategy. So long as one was a member, cross-licensing applied, and there was a tremendous cost advantage resulting from not having to pay royalties to a fellow Cabalista. The lower end manufacturers without any IPR to trade for cross-licensing got to pay huge royalties which not only enriched the Cabal but also made the lower-tier guys' costs that much higher, stifling competition in the handset business. I suspect that this, along with marketing savvy, is the reason for Nokia's success, not innovation or technological prowess. Can't be legal. But I'm no anti-trust expert.

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