Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Clarksterh who wrote (134906)	7/22/2004 7:03:23 PM
From: Rich Bloem	Read Replies (2) of 152472

<<True. BUT what if someone comes along in 2010 and decides to build a CDMA cell system. They don't absolutely need the non-core patents to make it work (unless they were trying to tie into CDMA2000 or probably WCDMA) and the core patents (which they absolutely must have) are expired.>> There have been so many follow on improvements on those core patents that make the expiration of the original ones almost a mute point. All of those improvements are patented at much later dates. Of course a manufacturer just coming into the business may try to build a CDMA phone by himself and test the system by not paying royalties. However, if his system is built to approved standards he will have incorporated many many more recent patents. I am not concerned with the possible dilution of Q's IPR portfolio. What I am more concerned with is the analysts take on possible royalty dilutions. There will be much fud spread around once these patents start to get long in the tooth and it will take some time for the street to realize the fear was overblown.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next