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


To: slacker711 who wrote (5171)1/13/2000 2:42:00 PM
From: Wyätt Gwyön  Respond to of 13582
 
tremendous pressure on the handset suppliers to come up with a GSM/CDMA phone.
What do you think the royalty ramifications would be for QCOM? Would the GSM royalty payments make trimode ASICs a "wash" (royalty-profitwise for QCOM)? Hard to believe that they would develop them if that were the case...any ideas how that might play out, given the likelihood of development?



To: slacker711 who wrote (5171)1/13/2000 2:44:00 PM
From: slacker711  Respond to of 13582
 
Korea and HDR....

It looks like Korea is really leaning towards W-CDMA....Anybody have any ideas how much it would cost to upgrade an IS-95 network to W-CDMA?

chosun.com

Qualcomm Seeks Partners for HDR

Qualcomm chairman Irwin Jacobs announced Thursday that it was seeking
Korean partners to use the company's high data rate (HDR) wireless internet
connection technology for the next generation cellular phones. Jacobs said
that he had already signed a deal with Korea Telecom's Freetel last year and
was looking to sign deals with five more firms including SK Telecom. Jacobs
said that the company had finished final testing and would market HDR in
2001. However, the government is known to favor the IMT2000 technology
developed by Europe and Japan as unlike HDR, it transmits data and voice.

Commenting on allegations that Qualcomm overcharged Korean companies
with regard to royalties Jacobs stated that the amount was fairly decided for
all sixty manufacturers worldwide that it supplies. He added that with the
advent of new technology, some adjustments may be made. As to the
dispute between Qualcomm and ETRI, he said he hoped fair arbitration by
the International Chamber of Commerce would bring about an amicable
resolution.



To: slacker711 who wrote (5171)1/14/2000 6:46:00 PM
From: Eric L  Read Replies (1) | Respond to of 13582
 
Slacker,

<< VOD is probably putting tremendous pressure on the handset suppliers to come up with a GSM/CDMA phone >>

I sure hope so.

- Eric -