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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: Rajala who wrote (15619)9/28/1998 10:38:00 AM
From: Clarksterh  Read Replies (2) of 152472
 
Rajala - Tsk, tsk, tsk - You are letting your bias show. I have seen few fleeting references on this thread that ETSI has de facto admitted that W-CDMA requires Q's IPR. However, looking for actual quotes I find no such thing, just some non-committal "ve visch no lavsuits".

The Total Telecom article that was posted was a lot more than just a 'we'd like to avoid lawsuits' although, as I admitted, a little less than the completely clear quote that I remember. But perhaps in order to understand this you need to understand that IPR is very very rarely black and white. Thus, a very strong statement about their (ETSI's) desire to avoid IPR issues would be an indication that Qualcomm has a good position. So even if you tortuously interpret the article I posted as being such a position statement it is still a pretty good statement for Qualcomm.

Alternatively, you could try putting the shoe on the other foot - perhaps you should try to find a quote anywhere where ETSI claims that Qualcomm IPR is not required for WCDMA. For every article you find of that sort, I'll find 3 or 4 which imply the opposite. (This is an easy promise to keep since I doubt you will find any. Although Hilldebrand made several comments early on, all on the strength of Qualcomm's position, the ETSI seems to have clammed up now. The only comments are by industry analysts.) Based on this preponderance of evidence I'd say Qualcomm is in a good position.

Clark
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