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

To: Bux who wrote (2529)10/20/1999 1:26:00 AM
From: cfoe  Respond to of 13582
 
<The new deal is said to have more favourable terms than the original deal with VLSI.>

This caught my eye also. Does anyone have a clearer idea of just which party got the benefit of the "more favourable terms"?

My take: since Q pulled the license they did not do so to negotiate a worse deal than they had. Also, just like INTC, it is a little hard to imagine a major purchase like Phiilips made without 1) believing the CDMA license was valuable, and 2) knowing they would get a new license.

So, a win-win, but fulfills Q priorities.



To: Bux who wrote (2529)10/20/1999 10:05:00 AM
From: bananawind  Respond to of 13582
 
re renegotiation of the VLSI license

One other possibility is that Q has granted Philips better terms in exchange for crosslicensing of some GSM IPR. Recall Q's recent statements that this might be desirable so that they can someday produce dual mode W-CDMA/GSM asics.
Interesting that the Philips statement about renegotiation accompanied announcements of GSM chipsets.

Best regards,
Jim


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