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

To: idler who wrote (96744)	4/3/2001 11:36:46 PM
From: pcstel	Respond to of 152472

idler: "Apparently (or maybe, I don't really trust anything IDC says), IDC has convinced some people that they have something they need to have to do WCDMA." Those "some people"they have convinced happens to be the largest manufacture of electronic systems in Japan.. Matsushista.. "Do you believe IDC has all the essential IPR for CDMA-2000?" I wouldn't begin to claim I know one way or another... Of course IDC does have SOME essential IPR for CDMA2000.. That's why QCOM licensed IDCC IPR in the first place.. interdigital.com Note: that according to the licensee IDCC.. Qualcomm only has a license for IS-95.. Not W-CDMA specifically.. Maybe that is the licenses that Matsushita is acquiring.. If that is true.. Then QCOM does not have all the necessary IPR for W-CDMA against what they claim.. No matter how you look at it.. It does not make sense!! And of course all of this just before Matsushita will start to deliver "royalty bearing" W-CDMA UT's to DoCoMo for 3G launch next month.. Just seems suspect IMO.. PCSTEL