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

To: 100cfm who wrote (5226)	12/4/2000 3:59:16 PM
From: Eric Martin	Read Replies (2) \| Respond to of 197054

I don't believe that TI is a major holder of GSM IPR. Rather the IPR they have is like Spinco's, it involves how to implement GSM on their DSP/ARM chips. TI doesn't need GSM IPR to sell to Nokia who is part of the GSM consortium. This deal seems to open the door for TI or perhaps TI and Spinco to make WCDMA chips for NOK. Another question is whether there will be a CDMA200/GSM chip for China. I don't yet see where Spinco gets GSM IPR.

To: 100cfm who wrote (5226)	12/4/2000 4:18:05 PM
From: Mike Buckley	Respond to of 197054

100, Spinco got the missing WCDMA IPR it needs and TI got it's missing CDMA IPR. A simple solution to both company's needs. I agree. That's the only thing we can directly infer from the press release. All the other stuff about a more enhanced relationship with TXN remains only in the realm of possibility that is more likely now that the cross-licensing agreement has been inked. By the way, no one should be particularly surprised that news of the cross-licensing agreement happened not a terribly long time after TXN publicly announced that they would stop trying to make their own CDMA-based chips. --Mike Buckley