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

To: Seeker of Truth who wrote (97470)	4/14/2001 5:24:10 PM
From: foundation	Read Replies (2) \| Respond to of 152472

"I continue to suspect that QCOM's intellectual property is a decaying asset." ------------ With whom, or what? Do you suspect that QCOM's intellectual property is a decaying asset with cdma2000? I suspect not.... Do you suspect that QCOM's intellectual property is a decaying asset with 3GPP - with UMTS/wCDMA - or td-scdma, for that matter? Have you heard of HSDPA? Why not research HSDPA, presently being integrated into the future UMTS Release 5 within TSG-Ran, by Working Groups 1 and 2 (for all flavors of UMTS - including td). Malcolm, why not do some research? You might be surprised what you discover. Here's 3GPP's URL - 3gpp.org ........ happy hunting.

To: Seeker of Truth who wrote (97470)	4/15/2001 12:19:22 PM
From: Dennis O'Bell	Read Replies (1) \| Respond to of 152472

I continue to suspect that QCOM's intellectual property is a decaying asset. This link was mentioned either here or on the moderated thread just recently... Intellectual Property Analysis of Qualcomm's Mobile Wireless Patent Portfolio m-cam.com Going forward near/mid term, I'm personally worried more about the economy in general than what I understand about Qualcomm's IPR... you mention 9 years till expiration and a slowing deployment of 2.5/3G eating into that time frame. But 9 years is really an eternity, even with the rates of change of a post-dot-com economy. A question you have to pose yourself, do you really think the company has shot their wad and is going to rest on their laurels from here on out?