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

To: w molloy who wrote (5065)	1/13/2000 1:28:00 AM
From: cfoe	Read Replies (1) \| Respond to of 13582

QCOM is talking to Seimens regarding multimode (CDMA/TDMA/GSM) chipset development What lends credence to this possibility is the intellectual property issue. From the little I understand (and have read in previous posts) about the IPR issues, QCOM cannot afford to buy a GSM company and then have to renegotiate the GSM rights with the European heavies who will demand quid pro quo (as Hannibal said to Clarice) for CDMA technology use. A much better route for QCOM is joint venture with a European heavy who can contribute lots of GSM IPR. Would I be correct to assume that Siemens has this?

To: w molloy who wrote (5065)	1/14/2000 6:48:00 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 13582

My non Q ASIC engineer friend in SD said in regard to your message: Caxton I heard the same. I still think that Q/IBM deal would be best for Q since IBM would probably give the GSM cores away to keep Q a happy customer. I think one of the problems may have been that IBM(CommQuest) never acquired the licenses for the GSM designs that they developed. A deal with Seimens would probably cost Q lots more unless they can lock Seimens in as an ASIC customer. This kind of stuff happens all the time. In fact I'm in the process of doing a similar deal for a chip I'm working on. Anatole