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

To: cfoe who wrote (2427)	10/17/1999 2:03:00 AM
From: cfoe	Respond to of 13582

To all: Consider following speculation: We know that: >Dr. IJ says that Q needs GSM chip know-how >DSP has GSM know how >INTC needs QCOM?s agreement to assume DSP?s CDMA license or acquire new rights to CDMA chip technology We can assume: >QCOM may also need additional IPR for GSM (other than what they received in ERICY deal) >QCOM is two years or more ahead of everyone else in CDMA technology The possible result: >QCOM and INTC enter into a cross-licensing arrangement giving QCOM the IPR it needs for GSM and INTC the CDMA IPR it needs. Could this eventually lead to QCOM and INTC entering into some sort of joint development partnership for 3G wireless products?

To: cfoe who wrote (2427)	10/17/1999 5:37:00 AM
From: JGoren	Respond to of 13582

Can't answer royalty question, but NextWave was emphasizing that its service is aimed at making internet inexpensive for small business and residential market. Therefore, it would seem it has chosen a less-expensive technology that may not be as robust as IS-95. I wonder what technological limitations there may be to the service. I found the original rumor: Message 11617603

To: cfoe who wrote (2427)	10/17/1999 12:21:00 PM
From: GO*QCOM	Read Replies (2) \| Respond to of 13582

QUALCOMM's CDMA PATENTS have become the de facto standard for the enabling technology in IS 95 and is now fast becoming the universal standard IN 3G ,cdma2000 and W-CDMA.The CDMA "nitch" area where B-CDMA and other types come in are not a de facto standard and therefore they are confined in its own little area (chimps)like Interdigital with there B-CDMA.Industry wishes to have one standard in which to model from to meet economies of scale and that is where QUALCOMM is the Gorilla.The important thing to keep in mind is the BIG vendors are casting there dye's to mold the STANDARD.The answer to your questions is in the movement within the industry and this is precisely why Intel and Phillips have position within the standard.These giants in chip manufacturing are behind QUALCOMM and only help to influence the direction of standards development.QUALCOMM owns the patents and is leading the industry wether its Mobile,WLL,Fixed ect.The IPR involved has been shaping movement in QUALCOMM's favor.The following read highlights thoughts in this process and it preceded the now famous Ericsson capitulation to QUALCOMM.http://www.wirelessweek.com/intl/etsi831.htm