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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 137.34+0.8%Feb 6 9:30 AM EST

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To: Jeff Vayda who wrote (19278)12/8/1998 10:06:00 AM
From: Mika Kukkanen  Read Replies (3) of 152472
 
Got to say I am amazed at the interpretation.

The writing on the wall, from my Euro stance of course, is that if Qualcomm do not move on the issue there will be no future wideband version of CDMA, period. Of course everyone will still try and sell it.

Or that everything proceeds as is, and more law suits will fly around than 747s.

More likely, I see that this is the leverage for a cross-licensing deal of some sort.

All these options are after the two companies submit/clarify the actual IPR claims to the ITU. If they ITU proves them valid then the above scenarios come into play.

I was going to reply to DaveMG about my Euro view for the next 6 months and this news took me by surprise (usually the ITU are very quiet). I saw that there would be 2 basic 3G standards with common RF (cdma2000 and a fully harmonized WCDMA). It was mentioned recently. Harmonizing the RF part would not involve any IPR issues with regard to Qualcomm (that was essential for many, not just Ericsson BTW). Motorola and Nokia presented this to the ITU recently, saying that a dual-mode set would be cheaper to make (another manufacturer, can't recall which, said it would make a dual-mode handset only 10% more expensive).

I expect to hear a big bellow from a player in this debate within one week.

<OT> On another point, what is it with double standards (although the norm for the industry)? Want a single standard for 3G, yet when Europe agrees one for 2G they whine like a 747 (as above)?

Regards,
Mika
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