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

To: tradeyourstocks who wrote (5208)	12/4/2000 2:06:30 PM
From: lrrp	Respond to of 197059

it seems that the only logical conclusion as been stated by Ben is that in some form spinco and ti will be joined? Hasnt q cross licensed all its ipr with spinco?

To: tradeyourstocks who wrote (5208)	12/4/2000 2:06:32 PM
From: Keith Feral	Read Replies (3) \| Respond to of 197059

Hint, you can't charge NOK royalties on the chipsets it buys from TI and then charge NOK royalties for the handset they sell. Am I getting warmer?

To: tradeyourstocks who wrote (5208)	12/4/2000 2:07:50 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 197059

MicroE, Someone explain to me that I'm completely wrong, please. Okay. :) Because the terms of the cross-licensing agreement weren't revealed, there is no reason to assume TI can make royalty-free chips. --Mike Buckley

To: tradeyourstocks who wrote (5208)	12/4/2000 4:19:13 PM
From: FaultLine	Read Replies (1) \| Respond to of 197059

Here's what Q may want: There is a steady stream of articles in EETimes about the race to build the first completely software defined radio. That means that the modulation schemes, freq. ranges, etc, etc. are not defined by sets of component values but rather broadly capable components reconfigured, even moment by moment, by software alone (think multi-protocol, think multi-band). One aspect of this is that it requires world class expertise in DSP technology and TI is is one of the very biggest and baddest dogs on the DSP block. --fl EDIT: This is old but a good discussion of siftware defined radios: eoenabled.com and here is a very recent one with Nokia involvement: eoenabled.com "The so-called “soft radio,” which Bell Labs believes will be out around 2002, will have two ICs and five discretes. Estola of Nokia remarked that 10,000 transistors these days cost about the same amount as a paper clip."

To: tradeyourstocks who wrote (5208)	12/4/2000 5:40:11 PM
From: cfoe	Respond to of 197059

post spinout QClassic wouldn't need any addition IP, so why does the TI x-license involve QClassic? I don't know the answer to this, but the possibilities range from it only involves spinco ipr to qcom made a strategic decision that involved all of its ipr. Whichever, it is, I think we can all agree Irwin has demonstrated that he is thinking well ahead of all of us. I am content to know that TXN is in CMA's corner - probably with both feet, soon to be up to their knees. This cannot but help our cause.

To: tradeyourstocks who wrote (5208)	12/4/2000 5:56:25 PM
From: carranza2	Respond to of 197059

Let me try again: post spinout QClassic wouldn't need any addition IP, so why does the TI x-license involve QClassic? Because maybe, just maybe, there won't be a spinoff. Could the whole Spinco business have been a head fake to get GSM IPR--naah, that's too conspiratorial and, frankly, a bit sleazy. Perhaps QClassic's lawyers are simply being thorough and cautious.