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

QCOM 169.27

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Jan 12 3:59 PM EST

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To: JohnG who wrote (21854)	4/26/2002 10:09:50 AM
From: foundation	Read Replies (2) of 197177

re: DoCoMo will license its W-CDMA technology ========== This is an interesting development. NTT steps outside the 3GPP patent pool. DoCoMo does not directly manufacture equipment, which may offer it additional latitude in this context. The "essential" patents for sale are for its "proprietary" W-CDMA technology. We've read that the Japanese version of wCDMA differs from the European version. NTT notes that its version is IMT-2000 compliant, and appears to offer use of IP with which it has "tweaked" the 3GPP standard. As written, NTT appears to make no assertion that its IP is "essential" for all wCDMA and that all vendors are obliged to secure a license. Why now? In tough financial times, is NTT fishing for new sources of revenue? Does this reflect mounting doubts with 3GPP's performance in developing and commercializing the UMTS standard? Multiple sources have recently pointed to a lack of progress in concluding corrections to Release 99. Is DoCoMo telling Europe that they at least have a network up and running, and that vendors (and 3GPP) should adopt their modifications and extensions? DoCoMo has noted plans to "upgrade" its network to comply with Release 99 provisions. Is this an attempt to develop critical mass sufficient to compel 3GPP to "upgrade" Release 99 to conform with DoCoMo's field experience? What is rather amusing - at least to me - is how poorly DoCoMo's technology is functioning. It would seem a rather tough sell. But perhaps to carriers and vendors mired in 3GPP's sewer, DoCoMo's offer is reason for hope.

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