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

To: Kent Rattey who wrote (5250)	12/4/2000 7:59:20 PM
From: Eric L	Read Replies (1) \| Respond to of 197140

<< For all you Synder fans he isn't letting you down >> Does he ever? <g> Pedigree: Edward F. Snyder Senior Analyst Wireless Technologies Chase H&Q Hambrecht & Quist Ed joined Hambrecht & Quist in 1999 to cover the wireless equipment industry. Prior to joining H&Q, he followed wireless equipment companies at NationsBanc Montgomery Securities. Prior to entering research, Ed was the Director of Engineering for an early-stage California firm developing solid-state magnetic memories. Ed received his B.S.E.E. from the University of California at Davis, after which he spent nine years designing high-frequency systems for military and commercial applications. He received his M.S.E.E. while designing wireless and high-speed wireline network products at Hewlett-Packard and received an M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University. - Eric -

To: Kent Rattey who wrote (5250)	12/5/2000 2:04:52 AM
From: cfoe	Read Replies (1) \| Respond to of 197140

Snyder on CDMA in China :...people wouldn't be able to roam onto the greater Chinese network because it's all GSM... Snyder on QCOM-TI agreement: ...that the cross-license agreement was a smart move for both companies. It will enable the construction of mobile phones that can work on both the CDMA and GSM standards, he said. Doesn't the second quote kind of refute the first quote? Maybe Snyder is smarter than we think...even he doesn't pay attention to what he says!

To: Kent Rattey who wrote (5250)	12/5/2000 2:09:35 AM
From: cfoe	Read Replies (1) \| Respond to of 197140

...said Qualcomm spokesperson Christine Trimble. "Qualcomm would get royalties from the end user on CDMA chips sold by TI. I guess this is our answer - TI is being treated like Spinco as it relates to QCOM-Classic. QC will still get its full royalty - only from TI's customers.

To: Kent Rattey who wrote (5250)	12/5/2000 2:22:56 AM
From: Mike Wilhelm	Read Replies (1) \| Respond to of 197140

Kent, The last paragraph of the article is quite interesting: "We are confident that our CDMA chips will compete very well against any other company's in terms of functionality, quality and on time delivery," said Qualcomm spokesperson Christine Trimble. "Qualcomm would get royalties from the end user on CDMA chips sold by TI. We think the cross-licensing agreement will be very beneficial for the adoption of CDMA." So Q will collect their royalties from TI's customers, similar to the MOT arrangement. It looks to me like the deal with TI is a 3G license agreement in disguise; TI doesn't pay any cash but puts up its patents instead of the normal upfront fee and shifts the ongoing royalty payment responsibility to its customers. Mike