Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.62

-3.9%

3:59 PM EST

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To: Gregg Powers who wrote (17053)	10/23/1998 3:56:00 PM
From: Mika Kukkanen	Read Replies (4) of 152472

On the contrary... Quacomm have yet to publicly state any particular WCDMA infringement. It is apparent that Ericsson have a strong case, but of course the court will decide. The only leverage would be for Ericsson to stake a claim in the cdmaOne handset market, surely? I believe (my view) is that most of the problems have occurred because Qualcomm have been over playing the IPR issue and convergence. The reason: They may have limited access to the (future and possibly) larger 3G market, unless convergence is achieved. Waving the IPR issue is a way of trying to achieve this. Of course, if Ericsson really have a case they can play the same card...and we all get nowhere fast! Yes, I suppose technically other manufacturers are infringing on the Ericsson IPR. Note, most IPR is sold at about 2% in the telecom market and even WCDMA there are many manufactures claiming IPR from around the world. Convergence is not an issue for the mass GSM operators (why should it and vv for IS-95 operators with WCDMA), it will come with dual-band user equipment ("letting the market decide"). This argument will bounce like a yo-yo until we see some concrete evidence..the first being the court case slated for February. Absolutely sure we will see a lot of smoke (no fire) before then. Have a good weekend all, Mika

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