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

To: DaveMG who wrote (2582)8/30/2000 11:48:17 AM
From: saukriver  Read Replies (1) | Respond to of 196959
 
Seems that what's happening with RAMBUS bears watching..

DaveMG,

I don't get the connection. How does Rambus' patent litigation affect QCOM?

saukriver



To: DaveMG who wrote (2582)8/30/2000 1:31:15 PM
From: cfoe  Respond to of 196959
 
Seems that what's happening with RAMBUS bears watching..

I think I see the connection to QCOM you are pointing to, with one important exception. I don't know if Rambus has ever been in court (regular or patent) over its patents. In contrast, QCOM has been there many times and won 100% of the disputes.



To: DaveMG who wrote (2582)8/30/2000 1:38:15 PM
From: tradeyourstocks  Read Replies (1) | Respond to of 196959
 
Similarities between Rambus and Qualcomm>

The new lawsuits versus RMBS are worth watching for Q investors. RMBS is trying to collect on competing technologies (SDRAM, DDR) just like Q and WCDMA. RMBS is a pure IP play just like Q will be post Spinco and neither company is interested in any cross-licensing deals with its rivals.

Certainly the strengths of the patent portfolios for RMBS and QCOM are different, but the battles are the same.

MicroE


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