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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: Dave who wrote (14773)9/10/1998 12:33:00 AM
From: Clarksterh  Read Replies (2) of 152472
 
Dave - IMO, the Q should re-evaluate their position and work on cross-licensing deals. If not, they could be marooned on their own little CDMA2000 island.

Why is it that you believe that Qualcomm should re-evaluate their position, but not Ericsson? This is not meant to be antagonistic, but is truly a curiousity question. In other words, why is Qualcomm closer to failure than Ericsson IYO?

Clark

PS My view on it is that the trade for Ericsson is:

Miss the ITU deadline and have no 3g product to sell for several extra years vs (if they give in) paying 1 or 2% royalties.

The trade for Qualcomm is:

they receive no royalties from WCDMA, but CDMA2000 has no competition for several extra years and in that time they might gain an insurmountable lead and in any case they can still manufacture WCDMA when it comes out vs. (if they give in) they get no royalties, and little backwards compatibility, and no one will buy their current systems (CDMAOne and CDMA2000) because there is no upgrade path to the standard.

In other words Qualcomm doesn't really lose big except by giving in. Ericsson, on the other hand, only loses big by not giving in (unless you think that 1 or 2% royalties is a bigger loss than, say, a two year delay and the competitive disadvantage that causes.) By that reasoning Qualcomm's position is much more firm than Ericsson's.
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