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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (62)	6/28/2000 2:26:00 PM
From: Jeff Vayda	Respond to of 196564

So smart people: What is the royalty payment arrangement for companies who dont make phones and/or dont use ASIC chips? <<Under the terms of the royalty-bearing agreement, Qualcomm has granted Novatel Wireless a worldwide license under Qualcomm's CDMA technology and patents to design and market modem card products for CDMA and HDR applications.>> 'Billions' of CDMA devices will be in use soon, some percentage will not be phones. In order to get a handle on the value going forward, we will need some idea as to how Qualcomm values these devices. I dont suppose they will all be lumped together in a '$10 bucks plus X% of the retail price' basket. Thoughts? Jeff Vayda

To: Dennis Roth who wrote (62)	6/28/2000 2:43:00 PM
From: Eric L	Read Replies (1) \| Respond to of 196564

Dennis, << Novatel to design modem card products for CDMA, HDR applications >> I'll be an "early adopter". <g> Below, more WorldCom-Sprint stuff: >> Disconnecting Long-distance At MCI WorldCom? news@2direct June 28, 2000 wirelessweek.com The European Commission formally prohibited the $129 billion WorldCom-Sprint merger today. Yesterday morning, the U.S. Department of Justice filed suit for a permanent injunction blocking the deal. Regulators feared higher consumer prices and less competition on both sides of the Atlantic. The actions send both companies back to the drawing boards. Sources close to the companies say that WorldCom is seriously entertaining the idea of selling its long-distance business ? mostly acquired with its buyout of MCI ? to focus on its data and Internet business, which deals almost exclusively with corporate clients. That WorldCom may also drop its Sprint buyout proposal, sources say. "WorldCom's options are wide open right now," says telecom analyst Jeff Kagan. The company "started as a business service, and only became a consumer service when [it] bought MCI. [WorldCom] can either fill the wireless void and be a full-service provider or focus on the very lucrative business market for voice and data services." WorldCom spokesman Peter Lucht would only say that WorldCom and Sprint were still discussing alternatives in the wake of yesterday's announcement. WorldCom shares were up more than 4 percent this morning, trading at their highest in a week at $ 44 7/16 as of 11 a.m. EDT. Meanwhile, Sprint Corp. shares were down more than 4 percent this morning. Sprint PCS stocks were holding steady at around $60 per share, down only .25 percent. << - Eric -