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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Rick who wrote (27216)	7/3/2000 5:50:04 AM
From: shamsaee	Read Replies (2) \| Respond to of 54805

WCDMA is 3G solution which relies on underlying GSM technology with CDMA on top.It is not possible to achieve the requirements without utilizing CDMA technology and hence infringes on qcom IP.The difference to CDMA 2000 is that it has GSM core and hence some IP of ERIC,NOK,DOCOMO which they believe they can cross license with qcom and get better royalty rates. Qcom can play it 2 ways one to refuse any deal on royalties and ask for higher fees since they are behind on WCDMA Asics or leverage its position to get Europe to allocate specific auctioned spectrum for CDMA2000.At this point it does not make any business sense longterm to give any concessions as the old party line will stay intact.You have to remember GSM charges 15% royalties split between the GSM camp,This same camp is having a hard time swallowing the fact that now the shoe is on the other foot. The street has punished qcom due to it inability to win the PR/political war,its time those who have inflicted the damage receive some of the same treatment. I have said this before and will repeat it again,Qcom will have a massive lawsuit against WCDMA camp.