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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.03+1.0%3:59 PM EST

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To: tero kuittinen who wrote (11343)6/10/1998 8:51:00 AM
From: Michael Allard  Read Replies (1) of 152472
 
Tero:

You wrote: "Is Irwin's tactical genius still undisputed?"

What has QCOM lost in taking the position that they will not licence their IPR for W-CDMA in the event the standard is specified to exclude cdmaOne backward compatibility without any technical merit?

It forces all the players behind W-CDMA to; strongly consider QCOM's views (even if they disagree with them); it forces them to show the world that there is some superior technological reason for the W-CDMA specifications (somthing QCOM has been pressing for); it forces them to consider alternatives to the W-CDMA option, which QCOM believes will be technically and financially inferior to CDMA.

I think QCOM believes all these avenues better their argument, so let's force the issue now.

In the event the W-CDMA standard gets accepted in the future, QCOM could always change their mind and license their IPR.

It certainly makes for a good fight doesn't it? If QCOM was so insignificant to the whole process as you imply, you must wonder why their name keeps coming up whenever ANY 3G option is discussed? If QCOM is so meaningless to the future, why is everyone that you mention so upset with them? When I consider this and read between the lines of every press release, I belive QCOM is holding a winning hand - any way you slice the 3G scenario. Sure, some solutions are better than others, but all are positive for QCOM.

Good luck to all! (even ERICY!).
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