Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.29

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3:59 PM EST

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To: Jon Koplik who wrote (23971)	3/10/1999 1:56:00 AM
From: John Biddle	Read Replies (2) of 152472

To all: In February there were numerous rumors of a pending deal between ERICY and QCOM. More than one report had the companies trading rights to their respective IP, with ERICY getting rights to CDMA and QCOM getting rights to GSM. This was seen as a good settlement by many. Maybe I'm just being thick, or I don't understand this stuff as much as I thought, but how would such a settlement be good for Jacobs and company? ERICY gets clear and unfettered access to the 3rd generation technology, whether CDMA2000 or WCDMA without IP issues, but what of the Q? Surely they don't have any interest in selling GSM phones, and they can't even make money in CDMA infrastructure where they know the subtleties better than others; how could they possibly compete head to head with the big boys of GSM infrastructure? That leaves CDMA overlays. I can see how these might be big in Europe as a transition to 3G, but what I don't understand is how having GSM IP rights helps them to do this? TIA for the help. John

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