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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: qdog who wrote (41395)	9/16/1999 10:53:00 AM
From: Ruffian	Respond to of 152472

More Yahoo, Interesting> Who'll buy , begins with S by: mywayinn (48/M/AZ) 37880 of 37880 and is either German or Japanese , the planets are aligned !!<EOM>

To: qdog who wrote (41395)	9/16/1999 7:28:00 PM
From: JGoren	Respond to of 152472

You asked for a translation; not an interpretation. That's the trillion dollar question. How does that code of practice affect the chip biz? I can't believe that there would be any requirement to permit chips for the merchant market but licensing may be required for in-house fabrication of chips. Economies of scale affect the number of companies that would be able to make them. Perhaps someone on the thread knows how it has been applied in the past. Of course, Qcom has been generous in licensing broadly and early on.

To: qdog who wrote (41395)	9/16/1999 10:47:00 PM
From: Bux	Read Replies (1) \| Respond to of 152472

So does this mean that all comers should be able to license and use these patents?? It does seem to say so. Does this mean a Lucent or TI can, after license, produce and sell Asic's freely?? And failing to do that, does it imply then that the ITU will forego setting a standard or going the path of least resistances in setting a standard? I think the threat has been if Q isn't willing to abide by ITU rules then ITU will have no choice but to choose a GSM 3G standard or alternatively use W-CDMA without Q's approval but of course since Ericsson has capitulated I don't think the latter is an option (as if it ever was). I also think the Europeans are aware they cannot keep CDMA from competing in Europe or else the U.S. Gov. would step in and force the issue. Of course it is probably already a mute point since CDMA HDR will be ready for market before any "3G" network is. I think Qualcomm really played the whole mess expertly by quietly developing HDR (even though it doesn't meet full ITU 3G specs) which will allow a smooth upgrade to high speed data before 3G is even ready (much like Mr. Softie weaning users to the next upgrade). This will allow the Q to sell more ASIC'$ and maintain their wireless leadership position. The ITU can decide the 3G standard is a string stretched tight between tin cans if they want. Those who want to compete will choose CDMA. Bux