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

To: carranza2 who wrote (4479)	11/10/2000 2:39:05 PM
From: Cooters	Respond to of 196961

Can't answer that carranza2. I was just musing on the advantage SnapTrack provides in an environment where they DO license it freely. Cooters

To: carranza2 who wrote (4479)	11/10/2000 2:54:12 PM
From: slacker711	Read Replies (1) \| Respond to of 196961

Why would Q license Snaptrack separately to an ASIC manufacturer? Would only cut into Spinco's ASIC sales. Qualcomm has been pretty consistent in allowing others to license it's technology in order to grow the overall size of the market. Just a guess....but it seems to me that Qualcomm's willingness to license Snaptrack, to other ASIC manufacturers, would have been a requirement for PCS (or any other carrier) to use it's technology. The interesting thing about this is that EVERY CDMA handset in the US will likely have to incorporate Snaptrack if both Verizon and PCS were to use it. This would likely be true in South America since I doubt they make separate models for each of the various carriers down there. It doesnt even matter if the carriers down there were to install the infrastucture necessary to use it. However, a couple of years down the line, when SA carriers begin thinking about wireless location services, it is very likely they will have an installed base of Snaptrack enabled handsets. It seems like a beautiful example of a Gorilla forcing standards onto the rest of its value chain. I think I am going to have to get a better idea of what would be needed for a Snaptrack enabled handset....is it both software and hardware? Slacker