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

To: Ruffian who wrote (4319)	11/5/2000 12:55:14 PM
From: Ibexx	Read Replies (1) \| Respond to of 196959

In a research report issued on November 3rd, Pete Peterson of Prudential stated that Chunghua Telecom (I believe it's Taiwan based - Ibexx) is in the process of procuring base stations for CDMA deployment next year. I wonder if IJ specifically addressed these details at the post-earnings CC or his CNBC appearance subsequently? The point is that Q*'s 2001 SICs guidance doesn't appear to have factored in the above extras - at least that's what PP implied. Ibexx

To: Ruffian who wrote (4319)	11/5/2000 1:41:00 PM
From: foundation	Respond to of 196959

So MOT still has a sweetheart deal? ---------- MOT will also own part of the 1X EV-DV CDMA2000 Standard - as some of its 1xtreme IP will be integrated in specifications...

To: Ruffian who wrote (4319)	11/6/2000 1:08:54 PM
From: quidditch	Read Replies (2) \| Respond to of 196959

So MOT still has a sweetheart deal? A different answer may be that MOT has the same rate on its IS-95 license (=Phase 1 of 3G), which I believe was addressed in a p/r this summer, where Q confirmed that MOT was a licensee to certain post July 1995 (?) patents that were different from those covered in the CDMA One license, on which it had the sweetheart deal. But we questioned that p/r at the time, and I believe we concluded that MOT's "3G license" (i.e., IS-95--->1x EV and the rest) did not yet cover CDMA2000. I believe IR confirmed this. Bottom line: true 3G royalty rate for MOT has not been determined because it does not yet have CDMA2000 license. Steve