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

To: cfoe who wrote (1639)	7/30/2000 11:42:50 PM
From: w molloy	Read Replies (3) \| Respond to of 196649

>> Did this answer the question? No With ASIC div and QCOM as one, when QCOM goes for GSM rights, holders were probably asking for royalty-free x-license to ALL of QCOM's CDMA patents. QCOM consider this an mighty unfair trade. All rights to the technology future wireless will be based on for rights to the old technology? Come on! QCOM's answer: spin off chip div into separate company and give it enough essential/necessary/useful CDMA IPR to trade for necessary GSM rights. Retain rest of essential/necessary/useful CDMA IPR in QCOM so GSMers still need to pay QCOM a royalty. If the GSM IPR holders were to ask for all CDMA patents pre SpinCo - why would they change their stance simply because there are two companies rather than one? What if the GSM IPR holders decide that SpinCo's "essential/necessary/useful CDMA IPR " are insufficient to buy entry into the patent pool?

To: cfoe who wrote (1639)	7/31/2000 3:24:04 AM
From: lkj	Read Replies (2) \| Respond to of 196649

No, you didn't answer the question. If I were a GSM IP holder, I will swap a single IP for SpinCo's CDMA IP, and I will swap the others with Qualcomm's, regardless to whether Qualcomm makes any ASIC or not. Q still owns 90% of SpinCo, and IJ is still the Chair and Sulpozio is the CEO. GSM guys are not stupid. It makes zero sense to why this spin off is needed to cross-license GSM IPs at a "reasonable" price. Spinning off SpinCo does not change anything materially from an IP swapping side. Khan