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

To: quidditch who wrote (8463)	4/9/2000 7:03:00 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 13582

Steven: If Q can/does not participate in a DS ASIC market and loses the chip sales revenue opportunity (aside from CDMA2000/HDR), Q risks being out of the game of cutting-edge developments in the DS flavor of 3G and future IPR. That's when IPR will become the deathknell. Exactly. Moldo grazie Steven, Clark and Eric for the amplifications. My question was framed in terms of DS ASIC's as a proxy for Q's involvement in both this mode and GSM, and the very possible necessity of x-licensing with NOK (based on the last few month's smoke signals, 300 proposed W-CDMA specifications, NOK/IDC overlay patent publications, etc.) A long-term "Mexican standoff" on W-CDMA will not benefit Q. The Euros will sell their 2.5G stuff (no royalties or ASIC's to Q), we'll sell ours. Ours may be a better product, but they have the installed base. Meantime, they'll be working on more DS 3G standards and specs that play into their IPR, we'll be working on 3XRTT, and the clock will be ticking on Q's basic CDMA patents. (The foregone royalties and potential chip sales from delayed implementation of DS-CDMA would be akin to Maurice Winn's space ghost minutes now ticking away on Globalstar.) There would be sideshow patent litigation. The carriers, having bid billions for 3G spectrum, would go nuts! I get more than a little worried when a big P/E issue is my SLH, and masses of my fellow shareholders (and analysts like Wally the P) are absolutely convinced that the entire rest of the world is going to roll over, play dead, fork over maximum quantities of their money and nothing can go wrong, go wrong, go wrong...