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

To: foundation who wrote (5646)	12/19/2000 11:54:55 AM
From: jackmore	Respond to of 197374

RE: ZIF and TI Q's x-license agreement with TI would appear to include any ZIF IPR that Q may obtain. If so, only TI and Q are currently in a position to benefit. Other folks (including current Q chip licensees) that want ZIF will have to invent, or license, their own. In fact, if I'm understanding the agreement correctly, future innovations that may come out of Spinco before the end of 2005 will be "automatically" x-licensed to TI. I am wondering about the true nature of the new relationship between Q and TI. For example: 1. Is TI to become the wCDMA arm and Spinco the CDMA 2000/HDR arm? 2. Will TI serve in any fab capacity for Spinco? 3. Could it evolve that Spinco becomes the chip design house and TI the fab house? 4. If not, are they to be true competitors, or is an alliance or even a merger in the offing? In any case, Q's other chip licensees, as well as any other hopeful wCDMA chip suppliers must be feeling some heat. /jack