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

To: Kayaker who wrote (48296)	11/7/1999 2:21:00 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

That wasnt my point. i think there is to much space wasted here on discussing this big conspiracy, and not enough on whats happening within the company. However I have been underwhelmed by Voltaires predictions thus far.

To: Kayaker who wrote (48296)	11/7/1999 2:40:00 PM
From: Kayaker	Read Replies (4) \| Respond to of 152472

More on QCOM royalties for CDMA vs W-CDMA... I've transcribed the following segment from the April 20th conference call. It contains additional information regard royalties for CDMA vs W-CDMA. In the last response from IJ, he refers to some European standards-approving group by an acronym that sounds like "EPSIE". It is at time mark 13:45 in the Q&A section (section 5, not the entire conference call). Could some kind soul who is more familiar with the acronyms tell me the correct acronym here, and what it stands for? Thanks. corporate-ir.net Once I get that, I'll combine this transcription with the one I did from the March CC (on CDMA vs W-CDMA) and post it later today on both threads for future reference. ------------------------------------ 1999 Q2 Earnings Conference Call 4/20/1999 68 min. Q2 Earnings Conference Call Section 5: Q & A (43 min. 41 sec.) Time Marker: 11:15 Mark Roberts (Everen Securities) Mark: Irwin, do I understand that, for example, as France moves forward in licensing new spectrum, and has talked about moving forward with W-CDMA, your agreement with Ericsson, does that make it such that it's sort of a forgone conclusion that you'll be getting net royalty payments on W-CDMA equipment sold into Europe, if that's the mode that they choose, or will it just be royalty payments on equipment that is designed for the true 3G 3-mode product? QCOM (IJ): No, I think that with this agreement with Ericsson, some of the static that has existed, hopefully has been lowered, we would expect to have royalties equally depending on whichever of these modes are adopted. Mark: OK, so essentially, as we move forward in 3G, even if it's a W-CDMA type equipment, you'll essentially be getting royalties on all the equipment sold into Europe as well, which currently, obviously is all GSM but that's not a market that's open to you? QCOM (IJ): We anticipate that is the case. There could be challenges to patents in Europe, in fact I'm sure there will be, but we have many, many patents. Again, in our agreement with Ericsson, I think this was recognized in that the royalty agreement applies equally to all of the different modes. Mark: Ok, and just my last question, to follow up on that, is there any sort of separate discussions that you need to have with Nokia with regard to third generation intellectual property or is the agreement with Ericsson generally cover most of the IPR challenges? QCOM (IJ): No, I think that there will be discussions with other carriers. Some have licenses that do apply. Most do not, and so there will need to be further discussions to extend the licenses. I also expect that there will be some manufacturers who have perhaps focused more on Europe who will now be needing to look at CDMA licenses. So, we that positively. By the way, in your statement on France, I'm not sure where France is, but the European Union appears to have mandated a requirement that the standard used for this new spectrum would be a standard approved by [??????]. Whether [??????] approves the entire ITU 3-mode CDMA standard, or a more restricted one is still open. We would hope that following an ITU acceptance of the 3-mode CDMA standard that the various regional bodies, standards bodies, would also adopt that standard, so that, that would allow operators to make a market place decision how best to satisfy their customers. But that's not assured at this point so we'll have to watch that.