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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: carolm who wrote (34209)11/2/2000 12:38:25 PM
From: FaultLine  Respond to of 54805
 
I know NOK is now selling CDMA phones to Verison, and I have seen their full page ads in my newspaper. These apparently do not have a chip licensed from Q

According the Qualcomm IR, "The current version uses Nokia's chip. However, we are working with Telson of South Korea on a Nokia model that will debut in early 2001, as announced by Nokia a few months ago."
Message 14641438

Nokia is fully licensed by Qualcomm to produce these chips.

--fl



To: carolm who wrote (34209)11/2/2000 12:58:41 PM
From: saukriver  Read Replies (1) | Respond to of 54805
 
Carolm,

I don't pretend to know much about IDCC. But here is what I do know. The stock was hyped in late Dec., early Jan. of this year. It has since collapsed. That is what makes me wonder about IDCC. Look at this chart to see what I mean.

siliconinvestor.com

It is clear that a ton of people who bought in Jan. lost money on IDCC. That is either because they fundamentally midunderstand IDCC's IPR or because they did not sell fast enough. I suspect the later.

To suggest that IDCC is a chimp may be to give it too much credit. Others?

saukriver



To: carolm who wrote (34209)11/2/2000 4:57:33 PM
From: DownSouth  Respond to of 54805
 
Carol,
NOKIA has been selling CDMA phones of their own chip design for years. They pay Q a royalty for the patents. They do not use Q chip sets--except for the phones that they are buying from others that DO have QCOM chipsets that they then resell with the NOKIA label.

There is much more to the story than meets the eye. If you believe in CDMA, then you may consider IDCC, but why take that risk? QCOM owns the key technology. IDCC owns the lawyers.

If I have money for IDCC, I would put into QCOM or another gorilla. IDCC is not even a chimp.

Comparing IDCC to AMD is not valid. AMD was a licensed manufacturer of x86 chipsets by INTC. IDCC is not licensed by QCOM.