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

To: carranza2 who wrote (12062)	6/25/2001 5:39:04 PM
From: gdichaz	Read Replies (2) \| Respond to of 196984

carranza: Per the recent Dr J interview, as you posted on the Nokia thread (and I posted here without your comment): << Some reports have said that WCDMA will be in use by 2002, but I expect it to be no earlier than 2005 or 2004. At that time, WCDMA might have more than 10 million users. [Tell it like it is, Irwin. Emperor be naked] >> That bears repeating for those who think that the Q should go all out in support of W-CDMA in order to earn royalties. "might have more than 10 million users" [in 2004 or 2005]" This is the "market" for W-CDMA. Less than this year for CDMA One in China. Pitifully small, no? Why should anyone seriously care what W-CDMA is doing, except to push for CDMA 2000 as the real opportunity for Qualcomm? Best. Chaz

To: carranza2 who wrote (12062)	6/25/2001 6:46:47 PM
From: voop	Read Replies (2) \| Respond to of 196984

, I think it's time for another "rates will be higher for latecomers" message. As we are passed the one year anniversary of that famous in your face release, I think that is has little teeth unless they do raise rates. No one would believe any further bluster should they not. qualcomm.com snip "QUALCOMM will aggressively enforce its patent rights around the world and unlicensed companies that supply products for 3G CDMA systems, such as WCDMA, as well as companies that use such products from an unlicensed supplier will be infringing QUALCOMM’s patents. QUALCOMM expects to charge the same royalty rates for all third-generation products as it does for 2G (IS-95A), 2.5G (IS-95B) and 3G CDMA 1x, but, because terms and conditions may change over time, QUALCOMM has reserved the right to adjust its license terms and conditions, including increasing its royalties, for those companies that delay in entering into a license with QUALCOMM."