Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.04

+1.5%

11:54 AM EST

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To: JGoren who wrote (101960)	7/23/2001 3:03:13 PM
From: slacker711	Read Replies (1) of 152472

First of all, I don't think there will be a spinco. I think that SpinCo may still be necessary for Qualcomm over the long-term. I think that one point that we take for granted in the IP war between Qualcomm and the rest of the industry (read Nokia) is that there didnt seem to be much competitor's IP in 1xrtt. If, hypothetically, Nokia had had essential IP to 1xrtt the negotiations would have taken place last July and looked quite a bit different. They would have been able to stop the roll-out of 1x if Qualcomm hadnt compromised on the W-CDMA roll-out. I bring this up because it seems like a pretty good possability that Nokia will be able to incorporate some of their IP into the 1xEV-DV standard. If this occurs, then we can expect another bloody round of negotiations when 1xEV-DV is ready to launch. I think that the SpinCo strategy would circumvent these types of problems as QClassic would ALWAYS get paid. Nokia would have no leverage to reduce the royalty rate. SpinCo would always be willing to cross-liscense their IP.... Slacker

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