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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: Gregg Powers who wrote (11140)6/5/1998 9:57:00 AM
From: Raymond  Read Replies (2) of 152472
 
Gregg!
I think this thread is getting more interesting to read again.But
there are some logic in the 3 g discussions I don't understand
1. QCOM wants W-CDMA to be compatible with IS-95.If not according to them the operators of IS-95 will have a disadvantage.Why what is
CDMA-2000.Why can't they use that standard?
2. QCOM is complaining that Europe is only using 1 standard for GSM.Now they have decided for one new standard for 3g.QCOM thinks that
is wrong.They should go for QCOM:s variant if not they will not be
able to use QCOM:s IPR.Now suddently many standards is not good.I think it must be good for everyone if there are different 3 g proposals that can compete and then everyone can compare and see which
one is the best.They also say that GSM was developed to protect the
European companies.All the big companies has IPR:s for and was involved in the standardprocess.For example the speechcoder used came from Motorola.
3. I still don't know how it can be good for competition if one
company that owns a couple of the thousands of patents that are involved to build a system can use that to stop all competition.If other companys did the same to QCOM they would have to close down the shop tomorrow.

Is the problem for QCOM that they know that they can't compete against
Ericsson Nokia and the japanese if there is an open competition.
And why are they so keen to change the WCDMA proposal.If they want's
to have a piece in the transformation of the GSM to 3g market they just have to make CDMA2000 compatible with the GSM switchingsystem and
then they cans sell it to any GSM-operator in the world.
I have a theory why that is not happening.They need companys like
Nokia and Ericsson to make that standardwork.That is why they want
WCDMA to change to be like IS95.They will be able to use Ericcson
and Nokia for the heavy work to write the standards because they
don't have the competence for it and will get a nice free ride just the same as they are getting in US.Ericsson for example has done big parts of the IS-41 standard which is used by the IS-95 as the
network signalling standard.That is one reason why so many people
are pissed of by QCOM.They are getting a free ride on many fronts but
are asking the same companys to pay heavy licensing fees for using there IPR:s/R

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