Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.99

+1.4%

10:02 AM EST

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To: kech who wrote (139831)	11/1/2005 9:06:51 AM
From: jprincess	Read Replies (2) of 152472

wrote to nomura's analyst and told him QCOM doesnt have the sweetheart deal to China for w-CDMA so therefor this lawsuit is a sham...he wrote back : If you read the text we have not implied for which technologies this arrangement exists. The reason for this is that we know that it exists for CDMA2000 and we expect that similar terms will be offered to Chinese manufacturers if and when they ship 3g products. Furthermore in the text we imply that QCOM will not struggle with the technological contribution to wcdma argument but in the argument as to why liscensees should effectively pay royalties on technolgies over which QCOM has no effective IP. The complainants are disadvantaged because they have existing agreements with QCOM which they are now trying to wriggle out of by getting the EU to declare them null and void. Interestingly the only area that QCOM disagreed with our analysis was where we had stated that QCOM has no GSM IP. In fact it does but none that we consider meaningful. (some one more intelligent than me, should write him back to his e-mail...richard.windsor@uk.nomura.com) Dr Richard Windsor CFA Communications Equipment Nomura International Nomura House No 1 St Martin's le Grand London EC1A 4NP Tel: +44 207 521 1895 Mob: +44 7767 408 994

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