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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: EJhonsa who wrote (90952)	12/29/2000 4:12:24 PM
From: dan_oz	Respond to of 152472

Thanks for the links Eric, I never seen either of them. You may not have influenced Rajala, but you most certainly proved your point!

To: EJhonsa who wrote (90952)	12/30/2000 2:17:05 AM
From: cfoe	Respond to of 152472

Eric - Interesting to listen to NOK guy's answer (was that the CEO?). Two things stand out. One is the conciliatory tone. He sounded like Dr. IJ talking about NOK. Also, he said that under the current agreements they can ship wCDMA equipment. From everything I have read, that is correct - they can ship whatever they want to whomever they want. They could even ship a unit to me. Until the system has been accepted (and maybe made operational) and they (NOK) have been paid, they do not owe QCOM royalties. Once the system is sold and they've been paid, they owe QCOM and I am sure they will pay up.

To: EJhonsa who wrote (90952)	1/5/2001 9:34:49 AM
From: Rajala	Read Replies (2) \| Respond to of 152472

Thank you Eric for the links. Its a pleasure to debate with a guy like you who comes with the facts, for a change, not like "its there on the web go and search for it yourself" (no names mentioned but it was that carranza6 guy). So the question was whether there is an N admission about the need for a Q agreement or not. After listening to the N info meeting recording I must admit there were too many ums and errs for my comfort (I´m speaking from a position of a Q sceptic). However, there is no admission. They are confident that they will reach an agreement sometime in the future. There is no hurry. Alcatel and Siemens seem to be sitting on their hands also. What are all these guys waiting for? The circuit switched WAP has not been a commercial success yet. GPRS is still way behind its commercial take-off, even the phones are not out yet en masse. EDGE is in the distant future. So is it only a waiting game? If so, why? Is there an expectancy of current or future leverage i.e. is Q´s IPR position on WCDMA not unassailable? - rajala