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

To: Mike Wilhelm who wrote (5266)	12/5/2000 9:31:47 AM
From: jackmore	Read Replies (2) \| Respond to of 197155

Re: TXN/Q agreement Many excellent surmises, conjectures, and speculations based on available info have been posted. From the thread's parsing of what Q stated in their press release and the articles posted, would it be fair to conclude the following? 1. This is a deal involving chip technology only, and does not involve any royalty streams from subscriber equipment. 2. Neither company will pay royalties to the other for use of chip IPR. 3. Q (i.e. QCT) now has the IPR needed to proceed to market with wCDMA chips. Also has IPR for DSPs it didn't have. 4. TI now has the IPR needed to proceed to market with wCDMA chips. 5. After Spinco becomes an independent company, TI and Spinco will be essentially equal competitors in terms of IPR and royalty structure. CDMA patents filed up to the end of 2005 will be effectively shared by the companies. 6. The competitive differences between Spinco and TI rest on technical expertise, manufacturing efficiencies (fabless vs. inhouse), and customer bases, marketing etc. 7. Q-classic is the biggest winner. It would not be a good idea to sell Q-classic stock any time soon.<g> /jack