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

To: limtex who wrote (8716)	3/18/2001 2:26:39 AM
From: Theophile	Read Replies (1) \| Respond to of 196538

Speaking of papers, this month's Gilder report sees George lashing out at a few folks. Besides moaning about the Gov't, Warren Buffet, BRK and GE, he is stating as an aside that QCOM is overly aggressive with IPR licensing: "Qualcomm’s Irwin Jacobs should take heed lest his company’s overly aggressive stance on rights and royalties drives innovation into competitive technologies like OFDM and LinkAir’s LAS- CDMA. By charging less, Qualcomm would gain more, by eliminating the incentive to spend years on things that have marginal performance benefits but which confuse and tempt potential Qualcomm customers." Has this been discussed elsewhere already? My personal view is that if George knew how to run a business, he would. I sometimes wonder what back-room deals he puts together. Now I would question if the Q is guilty of not accommodating his personal scheme, or if he truly feels a need to roll 3G out faster. Regardless, the licensing for CDMA appears to be fair considering the alternatives. Martin Thomas