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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: kech who wrote (477)	8/3/1999 4:13:00 PM
From: Jon Koplik	Read Replies (2) \| Respond to of 13582

Re : MOT making ASIC chips to sell to others -- just to re-state an obvious point -- Qualcomm has to agree to license MOT to do this, or MOT cannot do it. If it is indeed happening, QCOM must have decided it was in the best interest of QCOM (and QCOM shareholders), or else they could have simply said NO. Jon.

To: kech who wrote (477)	8/3/1999 4:25:00 PM
From: bananawind	Respond to of 13582

Tom, The lawsuit fuss is about Q being sued by MOT for patent and trade dress infringement, with Q counterclaiming a number of things. In the recent announcement Q asked for an injunction against MOT because they have violated the terms of the cross licensing agreement. They also ask the court to determine that MOT can no longer make cdma handsets, ASICS, or infrastructure (because they have violated the terms of the license) and that Q, because it has not broken any terms of the agreement, can continue to use the MOT patents covered in that half of the cross license. As for the SSB report, MOT already makes cdma ASIC's for its own use and has had quite a few problems with them. If they can successfully make them for others my guess is they would not be as full featured as Q's MSM3000 and MSM5000 (early next year) and would potentially displace chips made by other less well heeled 3rd party licensees like DSP. But they may someday be competitive with Q. That is, if the court doesn't tell them to cease and desist all cdma operations.