Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jenne who wrote (62625)	1/16/2000 10:16:00 PM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

Sony, Kyocera, NeoPoint and all the other Japanese co's that are listed as having CDMA handset licenses on the CDMA Development Group web site would pay royalties to the Q for any handsets they sell to DoCoMo.

To: Jenne who wrote (62625)	1/17/2000 5:31:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Jenne, DoCoMo's i-mode [as now operating] is based on PHS which is a TDMA technology. It's nothing to do with CDMA and Qualcomm gets no royalties from that. NTT has also hoped to get W-CDMA going, and still seems to think it won't be more than a year or so before it's ready to roll. They are going to be wrong on that. Also, they hope to get the Qualcomm royalties on W-CDMA reduced. They have no hope of that. Also, W-CDMA has got too many hands in the royalty till to be price competitive with HDR and cdma2000 which Qualcomm can do alone. NTT is going to have to do something soon - they can't wait 4 years [or more] for W-CDMA. Assuming ETSI ever gets the specifications specified, the royalties agreed [among a pack of Tasmanian Devil type royalty feeders - they are less genteel than Hagfish when feeding] and somebody manages to produce a real, 3D working bunch of ASICs and subscriber devices - with a working infrastructure to support them. If they wait four years, they'll find the CDMA opposition has gained most of their customers. Eventually, they'll shift i-mode to CDMA and then Qualcomm collects royalties on the devices they buy. [It's nice not to have to throw any food! Phew!] Mqurice