Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.44

+0.8%

10:03 AM EST

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To: DaveMG who wrote (19610)	12/12/1998 7:51:00 PM
From: Maurice Winn	Read Replies (1) of 152472

Not so fast there Dave. I don't like the deal: "WE GIVE YOU EQUAL ACCESS TO THE MARKET AND YOU GIVE US THE TECHNOLOGY", whichever way round you write it. We don't GIVE anything. We sell the right to use cdma2000 technology by QUALCOMM Incorporated. L M Ericsson and other licensees give us money. If they ITU sets a standard, they will require Q! to sell the rights to any party to the ITU on the same basis. This equal access to the market sounds a bit like Europe saying they'll let cdma2000 be sold there as long as Q! gives away the technology. I don't like that at all. Let's have some good straight commercial war with companies going bust and customers enjoying a splendid shopping spree with a vast range of cdma2000 devices to choose from. The whole concept of market access makes me feel queasy. It's as though somebody, for example the European bureaucrats in the case of GSM and the Korean bosses in the case of cdmaOne, has the power to allow customers to choose products. They do, but we don't need to give our IPR away if Europe says we'll be allowed to sell stuff there if we do in weak attempt at currying favour. If some statist thugs won't let their people buy cdma2000, then that's more their problem than ours. Just let them sweat a bit, same as Ericy is right now. Or be left in the legacy GSM age with high costs to their community. I realize that's not what you meant, but some people could get that idea. Right now, L M Ericsson looks as though they have got very little to offer Q! other than some money upfront and a % of each device they produce. They don't have any 'access to the market' to offer. I think a good way to break the impasse is to offer cdma2000 licences to the top 10 bidders in an auction and issue licences on the basis that there will be no more issued. Now THAT would set the cat among the pigeons and move things along. It would give heaps of market impetus, competition and profits in a very short time. Mqurice PS: Then we'd see $80 in short order.

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