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To: MikeM54321 who wrote (11187)	5/2/2001 1:57:50 PM
From: slacker711	Respond to of 12823

I took it to mean that Nokia, Ericsson and Sony do not have to pay a royalty to Qualcomm for the chipset. But apparently you are saying although this group developed W-CDMA standard, it is STILL based on Qualcomm's patented CDMA technology so they still need to pay Qualcomm royalties for each chipset produced. Is this accurate? It gets a little complicated with TXN....Qualcomm seems to have signed a cross-license agreement with TI to get at their DSP/analog IP. However, I believe that most other wireless chipset manufacturers (LSI Logic, Infineon, Intel etc...) will have to pay royalties on chipsets for either standard. Another wrinkle to the royalty picture is if horizontal manufacturer (MOT, NEC etc...) produces a chipset that goes into their own handset they dont pay royalties....but if they sell it to another handset manufacturer, they would need to pay. Honestly, I think that chipset royalties will really be a pretty small portion of the total....I dont think I have even seen a projection that includes this number. Qualcomm's revenues will depend on royalties from handsets and the success of their own chipsets. The key to both of these is how quickly data services are taken up and when GSM/TDMA operators begin rolling out some form of CDMA services. Slacker

To: MikeM54321 who wrote (11187)	5/3/2001 1:29:54 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

Legislators ponder Telecom Act overhaul By Patrick Ross Staff Writer, CNET News.com May 2, 2001, 3:05 p.m. PT WASHINGTON--The Senate joined the House on Wednesday in questioning whether there is sufficient competition in telecommunications. For the first time in five years, leaders in both houses are seriously considering broad changes to the 1996 Telecom Act, designed to spur competition in the local phone and other telecommunications markets. The House Commerce Telecommunications Subcommittee last week passed a bill to allow Bell companies to send data long distances, and at a hearing Wednesday the Senate Judiciary Antitrust Subcommittee considered additional changes to spur competition. But top subcommittee Democrat Herb Kohl of Wisconsin cautioned his colleagues on the Hill's power in this arena. "Congress can't mandate competition," Kohl said. "If competition doesn't make business sense, laws like the Telecom Act won't really work." news.cnet.com It will keep the lawyers busy.