Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 171.54

+0.4%

Nov 10 3:59 PM EST

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To: Valueman who wrote (25549)	3/30/1999 9:17:00 AM
From: Mika Kukkanen	Read Replies (5) of 152472

Valueman: Really? Don't recall anything that Ericy would definitely buy ASICs for handsets, the only thing confirmed was for the base stations. So you must be privy to the agreement? What royalty rates is that then? When the 3G standards are figured, they can not and will not allow royalty rates to be that high. All told their are at least 20 (probably much higher) IPR holders for both cdma2000 and WCDMA. If the Qcom were to enforce their "usual" IPR, the cumulative price will be far higher than anything seen before. The IPR issue is yet to be resolved within the ITU (One proposal is to see fees well below 1% for each IPR to keep costs down...have you seen it? I have!). Now listen to the CC again and you will hear about cross licensing. Read the press release and it will mention that Qcom recognised Ericsson patents for, IS-95 (the court case), cdma2000 and WCDMA (something ERICY have said all along, Qcom denied, but then it was the same vice versa with regards just to cdma2000 and WCDMA). Let's try and be objective. I do not deny that Qcom are in a stronger financial position now, but all the past arguments seen here have come to a lot less than anticipated. The main bone of contention has been the current IPRs, 3G IPRs and backward compatibility (to Qcom's demands or what they said were "fairness principles") -pray tell me what happened here? 1)Current Ericy IPR are recognised (previously they were not). 2)They recognise each other's IPRs for 3G (previously they both rejected each others). 3)True harmonisation is still not on the cards, previously that was where Qcom stated that it was a prerequisite for licensing. Where in the agreement does it say that Ericsson will promote cdma2000 or cdmaOne. Yes they will take care of existing contracts and will have a solution for anyone...but certainly the 3G focus is on WCDMA/UMTS. So who has been leading who on? Both sides certainly, but I hope I was not as blinkered as some things I have seen written here. Yes I am sure that Qcom will get some more revenue now that Ericsson has taken over the mismanaged Qcom division. It still remains to be seen if you are correct though, what I heard and still hear is Ericsson were in far the better negotiating position!

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