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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 178.28-1.6%Dec 12 3:59 PM EST
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To: pcstel who wrote (12219)6/29/2001 10:22:56 AM
From: mightylakers  Read Replies (3) of 196961
 
That is why I contend that WCDMA has weakened Qualcomm IPR position.. Qualcomm no longer controls Administration of Technology Entitlement

Q also can not control the entitlement in CDMA2000, because it also need to conform the ITU guideline in IPR, i.e. fair, reasonable and non-discrimitive. CDMA2000 or WCDMA, they are both 3G standards therefore you can't say the principal only applies to WCDMA.

You always gain some and lose some. You gain the initial advantage by the control. You lose it by going into the standard body yet you gain the wider acceptance. However the experience and expertise built in the development of IS-95 can also transfer into WCDMA arena. Yes Q does not enjoy the very first in the market anymore in WCDMA chips. But they are still the early comer. Especially since the standard of WCDMA is far away from stablize, I'm not sure that not be the very first has any impact at all.

There will be one day in the future that all those phone chips are dirty cheap, regardless of CDMA2000 or WCDMA, however that won't happen in many years. Besides by then you will have a much large market base to compensate that. In addition you always enhance the feature of your chips to maintain the edge over the others. That's what happened in IS-95, and that's what Q is striving for in WCDMA.
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