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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.87-0.2%12:21 PM EST
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To: slacker711 who wrote (62406)4/11/2007 11:01:38 AM
From: jackmore  Read Replies (1) of 196964
 
In my mind, the key to this is the fact that Qualcomm was prepared to hold their IP out of the WCDMA standard entirely. The current situation where Q receives the same royalties on both standards was a result of a compromise. Q caved on their demands for "harmonization" including having a single standard based on a chiprate that was a multiple of the IS-95 rate.

Thanks for that reminder...and the short stroll down memory lane with Gregg Powers. Someday I hope someone chronicles this whole affair in a B-school textbook. There's enough material for an entire course on technology transition, business model evolution, the dynamic between innovation and entrench monopolies, etc., etc...
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