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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (52910)	11/6/2002 5:20:06 PM
From: Uncle Frank	Read Replies (1) of 54805

>> The W-CDMA Gang of Four hold a 'significant number' of relevant patents, but it's unclear if it can bypass Qualcomm IP altogether. Seems clear to me. Haven't they already conceded that they can't bypass Q IP by licensing it? >> The intention is to set a benchmark for all patent holders of the W-CDMA technology to achieve fair and reasonable royalty rates. Call me cynical, but I suspect the intention is to keep potential wcdma carriers from bolting until a successful implementation of wcdma can be pulled off. I expect cdma2000 to pick up some serious market share this quarter, and cdma carriers to show strong improvement in their p&ls while gsm/tdma carriers continue their slide. >> Qualcomm is historically notorious for usurious royalty fees, but this does not appear to apply, so far as cdma2000 is concerned - with the company setting royalty rates at 5-6 per cent of equipment costs. Huh? I'd like to see some examples. uf

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