Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 153.54

-3.7%

3:20 PM EST

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To: Mika Kukkanen who wrote (25551)	3/30/1999 10:17:00 PM
From: JGoren	Read Replies (1) of 152472

First of all, there is no point in reiterating old arguments in an effort to placate each others' egos as to who was right. Mika, you are wrong in saying that Ericy IPR was confirmed for IS-95; the parties glossed over who was right, thereby saving face for Ericy. The cross-licensing was essentially a way to make Ericy look good and leave the patent issues unresolved. The proof as to who had the stronger patent position is that Ericy will pay the same royalty rate as everyone else; it is pretty clear that the amount to be paid to Ericy will be very small. I think a lot has been unstated. Qualcomm is counting on building a positive relationship with Ericy based on mutual self-interest. Ericy in the joint press conference indicated that it realized that buying handset ASIC's would make a lot of sense given its time frame for getting out its new handset line and the need to get up to speed regarding infra. Although there is no guarantee, I believe the rationale for chipset purchase from Qualcomm is strong and that Ericy will purchase chipsets at least for a significant period of time.

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