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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 137.31+0.7%3:59 PM EST

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To: Clarksterh who wrote (144647)8/29/2006 12:58:23 PM
From: Maurice Winn  Read Replies (3) of 152472
 
It makes sense for QCOM to encourage W-CDMA, so they might as well throw GSM patents in with the rest. That encourages multimode devices, which might largely be used in GSM mode anyway. So QCOM would gain and ease the change away from standalone GSM/GPRS/EDGE.

But QCOM has to kill standalone GSM as fast as possible, not give away the rope with which to hang QCOM. If W-CDMA is expensive, and GSM is cheap, that would slow the change to W-CDMA. GSM needs to be crunched and royalties demanded of everyone if QCOM is entitled to them.

It seems to have been a truly huge blunder to have let the GSM Guild get away with it. No wonder GSM has held the line for years after it should have been toast.

Mqurice
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