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

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: rkral who wrote (61122)	3/19/2007 6:38:00 PM
From: H. Bradley Toland, Jr.	Read Replies (1) of 197007

Thanks for posting the link. Since I'm a QCOM long--for a long time--I am biased against-or at least highly skeptical of Nokia's arguments as I think they just want to get a lower royalty than everyone else. So... I watched the interview and FWIW I don't think he sounded all that confident or firm in his argument. But he is the CFO so the patent matters are outside his real expertise. At one point he inferred that WCDMA was (and these are my words) different technology and not really invented by QCOM. My view is CDMA is CDMA and changing the channel width does not constitute a 'new invention'. Further, Eric's point seems to be that the right to use early patents may be all they need. This may be true for voice--I don't have enough knowledge to say one way or the other. However, when it comes to transmission of data--like HSDPA and HSUPA--I believe QCOM has a very strong patent position and those patents are of course more recent. I believe Nokia will need these unless they plan to sell WCDMA 'lite'. Eric, can you help out on this question?

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