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

To: jackmore who wrote (5272)12/5/2000 10:14:51 AM
From: Peter J Hudson  Respond to of 197227
 
jackmore,

I don't think your conclusions 3 & 4 are correct.

>>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.<<

I believe that there are a number of companies with wCDMA IP. The deal with TXN may provide the necessary IP to make dual GSM/CDMA chipset. I think Spinco will still need to buy into the wCDMA patent pool. If the TXN deal provided all QCOM needs for wCDMA, there would be no reason to spin off the ASIC division. Just my guess.

Pete



To: jackmore who wrote (5272)12/6/2000 1:23:00 AM
From: JustLearning  Read Replies (1) | Respond to of 197227
 
I would agree with all your points except No 5. I think that handset makers pay a lower royalty rate (to Qualcomm or Q Classic), if they purchase ASICs from Spinco (QCT). Spinco will have this inherent advantage competing with TI.

This is somewhat similar to the agreement with Motorola except that TI cannot manufacture handsets.

my two cents.


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