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

To: LarsA who wrote (4941)	11/25/2000 10:26:33 AM
From: JohnG	Respond to of 197014

Ericsson joins Hanaro to boost Groups bid for cdma2000 license in Korea. totaltele.com Network Infrastructure Korea's Hanaro teams with Ericsson for cdma2000 By Reuters staff 23 November 2000 South Korea's Hanaro Telecom said on Thursday a consortium it leads had signed a memorandum of understanding (MOU) with Swedish telecoms equipment firm Ericsson to form a strategic alliance. Shin Yoon-shik, president of Hanaro Telecom, signed the deal on Tuesday with Janos Fugedi, president of Ericsson Korea, and Larry Brittain, vice president of Ericsson Wireless Communications, a unit of Ericsson in charge of devleoping cdma2000 technology, Hanaro said in a statement. The MOU calls for Hanaro Telecom to cooperate with Ericsson in developing technology for third generation mobile services, the statement said. "The deal with Ericsson will strengthen Hanaro Telecom's competitiveness in cdma2000 technology," Kim was quoted as saying in the signing ceremony. "We will do our best to provide third-generation mobile services as early as the end of next year, through cooperation with domestic and overseas equipment makers and mobile service providers," he said. Late last month, Hanaro said it would join the competition for potentially lucrative third generation mobile services, which will offer improved video and high-speed data services. It set up a consortium called "Korea IMT-2000" with other investors to increase its chances to win the licence for the next generation mobile services. The government plans to award three licences by the end of this year. Hanaro submitted an application for cdma2000 technology while the other Korean telecom companies - SK Telecom, LG Telecom, and Korea Telecom-chose to go with W-CDMA technology developed by European companies. Hanaro, which launched services in April 1999 as a local fixed-line service provider, also provides high-speed broadband Internet access via networks using fibre optic cables, wireless local loops and CATV networks.

To: LarsA who wrote (4941)	11/25/2000 10:51:04 AM
From: rf_hombre	Read Replies (1) \| Respond to of 197014

Lars,The question is how much of the non standard (IS95 & wCDMA) IPR that relates to implementation is essential and licensable. In other words, do the existing agreements cover non standard specific essential items ? Regardless of the show stopping potential of the above, it would not be in QCOM's long term interests to tighten the thumbscrews too much on Nokia and Ericsson, as 3G implementation delays will affect QCOM's IPR revenue. So you need not be afraid of the dark, dirty CDMA bag of tricks. By now, British and German 3G operators are no doubt breathing down the necks of vendors to deploy WCDMA networks fast. This time pressure in turn gives QCOM an enviable upper hand in any IPR negotiations. So if anything, this is the best time to own Q!