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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 171.51+0.4%3:59 PM EST

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To: Eric L who wrote (25451)3/28/1999 10:11:00 PM
From: blue_lotus  Read Replies (1) of 152472
 
Hi Eric,

I agree with your observation, but hasten to add that from what the CC led us to believe, it is irrelevant whether the different modes are converged or not.....

There is one agreed CDMA standard and its royalties comes to QCOM.
So what is the need for qualcomm to fight over mode details. These don't effect the bottom line, in terms of royalties paid.

As far as the Handset division is concerned, QCOM shall do as Nokia has/is doing, focus on Handsets with out an Infrastructure division with what ever CDMA standards are out there.

In any case, I don't believe that QCOM's negotiating power came from its having an Infrastructure division, it was a result of its IPRs, which it still holds.

-Raj
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