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Technology Stocks : METRICOM - Wireless Data Communications -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (2027)	1/25/2000 12:30:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 3376

Gus - <<Too darn bad for me. Contractually the Koreans are out of luck>> - There you go. That's the surefire way to sell to a global market. LOL. Well, I'd agree if Qualcomm were behaving as I did. But thankfully they are probably more tactful. The point is that the amount you can charge for IPR is proportional to how beneficial your IPR is ($ saved vs $ spent) compared to alternate IPR. The problem for the Koreans is that Qualcomm has very good IPR. Enough said on this topic. (Note that envy/jealousy is actually a very common factor in negotiations. In the modern economic theory non-rational behavior is considered very important, and envy/jealously (they use a different term, but I can't remember it) is considered to be one of the foibles with which economists are trying to come to grips. Undoubtedly other, more rational, reasons are involved as well, but I wouldn't underestimate the non-rational.) Why don't you watch how Nokia, Motorola and Ericsson are elevating into art the process of turning a single handset sale into a series of technology sales into a relationship. IPR is a different business. For Qualcomm's ASIC business I agree. With Nokia, Motorola and Ericsson accelerating the sales of TDMA/GSM handsets around the world, where does that leave a pure 2g and 2.5g CDMA player in 3g WCDMA which everybody expects to be the de facto upgrade path? Who's this 'everybody' who recognizes that W-CDMA is the 3g standard? The Europeans - I agree. Anyone else? Some vendors in some countries. But at this point most major markets outside of Europe (Japan, China, Korea, US, South America, ...) has or will soon have a large CDMAOne contingent that considers the natural upgrade to 3g to be CDMA-2000. I think on these topics we've beaten them to death. So, although I look forward to your response, at this point I think it can be said that we have core differences in these areas which we are not likely to resolve. Clark