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

To: CDMQ who wrote (1521)	7/28/2000 10:42:04 AM
From: Kent Rattey	Respond to of 196654

I think they are walking a fine line. They need to ensure CDMA in any form dominates the future. If they start whacking the GSMers with lawsuits, that EDGE poop may rear its ugly head again.

To: CDMQ who wrote (1521)	7/28/2000 10:52:01 AM
From: Jeff Vayda	Respond to of 196654

CDMQ: Yes you could interpret Qualcomm's announcement of working on a WCDMA chip as a sign that they are not able to stop WCMDA through the courts. But courts are a fickle beast. Even with what Qualcomm thinks is the best 'evidence', sometimes the courts can see things differently. I would suggest that Qualcomm might be playing a bit of the vaporware game. Some carriers are pledged to WCDMA by virtue of their current association with GSM infrastructure suppliers. There are a percentage of these carriers who would like the Gorilla of CDMA ASICs to supply a WCDMA product. Qualcomm's stated intention to produce a WCDMA chip keeps others out of the market or at least standing on the sidelines. The less players, the less likely someone can actually produce a product. Qualcomm's announcements help delay WCDMA, which is all the better for CDMA. Best part, it is free - no capital costs. The legal option is still available should it ever come to that. Jeff Vayda

To: CDMQ who wrote (1521)	7/28/2000 11:26:41 AM
From: ZChazz	Respond to of 196654

"It seems to me the only reason for QCOM to spend valuable resources of time, talent and money on this creation is, that in spite of what management says, they don't have the legal clout to stop it in court with an injunction" I think q DOES have the clout to stop anyone who tries to do WDCMA without a license. But I seem to recall that they HAVE agreed to license WCDMA "on a fair and reasonable basis".If the market wants WCDMA, Q chooses to compete.

To: CDMQ who wrote (1521)	7/28/2000 11:53:02 AM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 196654

It's simple, WCDMA was created in the hopes of getting better royalties rates from Q. From a royalty rate standpoint, Q is indifferent and has stated so ad nauseum. Q is developing a WCDMA chip so that if WCDMA does go forward, they want a piece of the chip pie. That's it. What may happen is that if WCDMA can't be made to work well, and it ends up costing even more (Q 5% plus other IPR claims from others) then CDMA2000 overlays may be a important option for GSM carriers. GSM upgrades can be done with either CDMA2000 or WCDMA. Caxton