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

To: slacker711 who wrote (2783)	9/5/2000 4:46:55 PM
From: slacker711	Read Replies (1) \| Respond to of 197356

Korea likely to pay 1.74-billion dollar royalties for IMT-2000 service ¡¡Whether domestic mobile communication operators adopt synchronous or asynchronous standards for the forthcoming IMT-2000 service, it is anticipated that Korean communication equipment makers will pay at least 1.74 billion dollars in royalties to foreign patentees for rights to one of these two technologies. ¡¡ ¡¡According to an estimate by the Electronics and Telecommunication Research Institute(ETRI), Korean communication equipment firms will have to pay between 730 million dollars and 1.4 billion dollars to Qualcomm of the United States just for these synchronous technologies in the first four-year period after 2002. The royalty amount can also be raised if Qualcomm fails in making cross-license agreements with other patentees such as Motorola or Lucent Technologies of the U.S. ¡¡ ¡¡As for asynchronous technology, ETRI analyses that domestic communication appliance makers will have to pay similar amounts in royalties to 27 patentees, including Ericsson, Nokia, Siemens, Philips, Lucent Technologies and NTT DoCoMo. ¡¡ ¡¡ Date : 2000.09.04 etnews.co.kr\|03

To: slacker711 who wrote (2783)	9/5/2000 6:51:09 PM
From: Eric L	Read Replies (1) \| Respond to of 197356

Slacker, Reasonable minds can differ. << I think I am looking at it a little differently. I view the MSM5105 as a temporary chipset which has likely been brought into the product roadmap at the last minute to support a roll-out of 1xrtt by China Unicom during the first half of next year. >> I look at the MSM5000 as a temporary chipset and have for some time. The MSM5000 chipset is designed to the original (call it a draft, don't call it a draft) 1x specification, not the published IS-2000 standard, and without an R-UIM interface, it is not 3G3. I just bored Ben with some words on that but I won't belabor it. Forget the R-UIM interface. Not to many carriers are willing to take delivery of products that do not comply to a standard. << Of course, I am assuming that the MSM5100 is still part of Q's product roadmap.... >> I'm betting it is history, and will reappear on the roadmap with different nomenclature, but not till Revision B is close to being published. The MSM5100 or its equivalent is a long, long way away. But your right, the MSM3300 feature set as well as (at least an approximation of) the IMT-2000 pedestrian data rates that were to be incorporated into the MSM5100 are both important. I am darned sure hopeful that 1x RTT will start to roll out on Verizon well before the MSM5100 chips begin to ship, and I hope the market is seeded with phones. << Let's say a customer in the US wanted to buy a handset which supported SIM during the first half of next year. At this point, handsets with the MSM3300 should be available. These would support roaming across IS-95A/B networks as well as using the SIM to roam onto GSM networks >> I'm the customer, I bought 2 phones from Verizon this year. If Verizon released a phone with SIM, no way would I buy it with another MSM3xxx, with 1xrtt services coming right behind it. I'd keep the VoiceStream sub and Bosch. Anyhow ... a new roadmap or a press release would be nice. - Eric -