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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: ehopper who wrote (88729)12/2/2000 7:26:07 PM
From: Cooters  Read Replies (1) | Respond to of 152472
 
How are you defining "standard CDMA"? I agree Bluetooth and SnapTrack create different circumstances, but I do not agree with your overall premise.



To: ehopper who wrote (88729)12/2/2000 9:02:15 PM
From: alburk  Respond to of 152472
 
Now for many the SPINCO chipset may be simpler to use than trying to go out on your own. However Texas Instruments and Intel are moving into the WCDMA arena as well so their cost competitiveness may put SPINCO at risk.

Texas Instruments, ect. (asics manufacturers) will have to pay QCOM/SPINCO under royalty agreement and this cost will be reflected in the sales price of their chips--Unless of course they can circumvent QCOM/SPINCO IPR.

SPINCO's advantages are 1) No QCOM IPR costs and 2) Know-how. Know-how should not be underestimated based upon the limited success of QCOM's CDMA asic manufacturing competitors. I guess a third is access to any new QCOM IPR.

Beyond these advantages, SPINCO will have to compete. But clearly, it has an enviable base from which to launch.

I am not under the impression that a manufacturer can pick and choose QCOM IPR as a strategy to reduce royalty costs. Supposedly QCOM has stacked the deck so that it will be virtually impossible to manufacture CDMA asics (WCDMA or CDMA) competitively without signing a royalty agreement with QCOM and a cross licensing agreement with SPINCO.

I guess we'll have to wait and see.

Andy



To: ehopper who wrote (88729)12/3/2000 11:02:02 AM
From: carranza2  Read Replies (1) | Respond to of 152472
 
Got to disagree with you on that point, ehopper. Because Spinco will not be paying royalty fees to QClassic, it will have a cost advantage which will be difficult to beat. At an absolute minimum, it will have a similar cost structure.

Didn't INTC bag out of WCDMA?


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