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

To: Maurice Winn who wrote (176)	7/3/2000 8:55:45 PM
From: techguerrilla	Respond to of 197451

It's immoral that Q! doesn't charge the full price for the technology for the benefit of Q!, the USA and, of course, ME!! Me, too! The problem is that if governments continue to rake in money from the spectrum auctions, who should Q! eventually bill? The governments, the service providers, or the handset manufacturers. It's all becoming a mess, Mqurice. The governments are simply going to take the money and say "Thank you." If that. You are on target in what the auctions are demonstrating, though. Q! technology, based on its inherent efficiency, is incredibly valuable. Jacobs is alert to that at this point, I am sure. The man went to MIT, Mqurice. I have faith in him. I'm just getting sick of going broke. jlg

To: Maurice Winn who wrote (176)	7/3/2000 10:36:21 PM
From: DaveMG	Read Replies (1) \| Respond to of 197451

The USA will strongly support Q! in this with all the power of the judiciary, executive, Congress, Senate and military I wonder why it is that things have turned out this way? It doesn't seem to have mattered one bit that both CDMA2000 and WCDMA will support both ANSI-41 and GSM-MAP, unless of course you really still believe that WCDMA is a hoax which won't come to market and that there will be converts a plenty, which I don't. My guess is that with all the resources being devoted to it, and considering the fact that it will be taking advantage of real world experience gleaned from IS95, that WCDMA will work very well indeed. AViterbi was quoted somewhere saying that improvements have been made. And anyway, everybody seems far too obsessed with keeping up with the Jonesez, otherwise known as the network effect I believe. The Koreans will hedge their bets and split their networks because if anybody's shacked up with Q it is they. If they don't we should look at that as an astounding defeat. How did IJ get himself into such fine pickle. How did he let himself get so badly whupped in the standards wars? What ever happened to all the supposed advantages IS95 possesed as an evolutionary upgrade path. WHy doesn't anybody care? Were we just plain wrong? Did Q really shoot itself in the foot when it chose to play such a big royaly game or was it really the best alternative? Why didn't this happen to CSCO or MSFT? Maybe Q really is somehow related to Apple? What's next? Things will get pretty dicey over the next year as we lurch from press release to press release" March 2001..NTT builds out first operational network in Yokahama".... without finalized royalty arrangements in place. Court anyone? I hope not. It's really very ironic and a sad sad shame that Irwin Jacobs & Co may be forced into playing the role of obstructionists at the very same time that they can and should be claiming victory. DMG

To: Maurice Winn who wrote (176)	7/3/2000 11:11:33 PM
From: Pierre	Respond to of 197451

Maurice, why not announce a two tier royalty rate. 5% for CDMA 2000 and 15% for W-CDMA. Put that information on the table right now and get the court action started. Meantime, all that expensive spectrum sits idle and CDMA 2000 begins to look like the only choice, because: one, it works; two, it will be available next year; three, the royalty rate is substantially cheaper; four, W-CDMA is at least 3 years out (and may never be viable); and five, no one really wants to have to find out from a judge whether they can deploy, or how much deployment will cost. By announcing the enhanced royalty rate for W-CDMA, items three and five are added to the equation. In short, Q would be telling the providers "you can pay 5% next year, or you can pay 15% if and when you make it work." Meanwhile, spectrum sits idle.

To: Maurice Winn who wrote (176)	7/5/2000 10:01:03 AM
From: carranza2	Read Replies (1) \| Respond to of 197451

Maurice, there is unfortunately a fly in the ointment. The spectrum auctions are costly in Europe, where Q has essentially no presence. The Q is not in a position to lower or raise 3G royalty rates there so the issue is irrelevant. That is one of the reasons I have followed Mark Roberts assertions of several months ago that ETSI was going to open up Europe to all modes "soon". I'm convinced now that it won't happen. The reason is obvious: Should CDMA2000 be allowed to compete against any existing 3G technologies, it will win the cost and technology battles. This will not be allowed to occur, in my opinion, because the Euros simply won't stand for it. The story will be different in any market where Q competes on a more or less level playing field. Just one of those things, I'm afraid.