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


To: LBstocks who wrote (6050)2/1/2000 12:45:00 PM
From: jmac  Respond to of 13582
 
I'd let the man from WSJ know that he should check with QCOM when it comes to a story about QCOM.



To: LBstocks who wrote (6050)2/1/2000 1:39:00 PM
From: Kayaker  Respond to of 13582
 
Response from WSJ> ERICY should check the terms of their settlement agreement. I guess it would be asking too much for the WSJ to check with QCOM.

I zapped this to Matt at WSJ earlier this morning. - Yaker
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Hello Matt

Your note re W-CDMA, Ericsson, and Motorola was posted on Silicon Investor. I believe that Ericsson and Motorola (along with others such as Nokia) have their own agendas, i.e., they don't like paying royalties to Qualcomm. They like to pretend that W-CDMA is an upgrade to GSM and that minimal royalties will be paid to Qualcomm. Ericsson in particular knows this is BS. Have you asked Qualcomm what their position is? Below are segments I transcribed from Qualcomm conference calls earlier this year regarding their position on their IPR for W-CDMA. I hope you find it helpful.

Regards,

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Royalty rates for CDMA vs W-CDMA -- Selected Conference Call Segments Below I have transcribed several segments from the March 26, 1999 and April 20, 1999 Qualcomm conference calls.....



To: LBstocks who wrote (6050)2/1/2000 8:16:00 PM
From: JGoren  Read Replies (1) | Respond to of 13582
 
The royalties are determined on a pro-rata basis, so if Ericy has more patents in the W-CDMA mix of patents, it pays a proportionately less royalty to Qualcomm. The article is accurate; it just doesn't tell the whole story. Qualcomm believes it has the lion's share of essential patents, so that its royalty percentage is not reduced that much.