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

To: foundation who wrote (12406)	7/3/2001 5:20:36 PM
From: ggamer	Respond to of 197351

Ben, I think that this agreement today is going to finalize how credible W-CDMA technology is. If W-CDMA does not work, then Nokia will move on to CDMA2000 because the royalty rates are going to be the same no matter what technology they use. Does this agreement give Nokia the right to make CDMA2000 ASIC using QCOM technology? And does this agreement open up the experience of QCOM engineers to help the Noks come up with their own ASIC? These are the important questions at this point and I think soon we will find out which way the wireless technology tide will turn. F i n a l l y The Construction to the Toll Gate is complete! Bring in the sick and the tired. We will accept them in the new CDMA land. Happy 4th of July, GGamer QCOM, Multiple Flavored Toll Gates to 3G Spinco, Multiple Flavored Engines to 3G BREW, Multiple Flavored Windows to 3G Asians, Multiple Flavored Plastics to 3G ERIC/LU/NT, Multiple Flavored Antennas to 3G Nokia, Late and struggling towards 3G Nextwave/Sprint/Koreans, First ISPs in 3G

To: foundation who wrote (12406)	7/3/2001 6:35:27 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 197351

<This AM, QCOM announced licensing extension w/ NOK to all 3G CDMA stds & more imp'ly at SAME royalty rates as 2G, also extended agreement to incl infra, which is also ROYALTY BEARING to QCOM & added a "cross-license" agreement where QCOM gets access to NOK's patents related to GSM, GPRS & WCDMA to make multimode chips and as important QCOM will NOT be paying royalties to NOK. > Hooray!! That is like a royalty increase to about 10%. I'm perfectly happy to get something else instead of cash on the barrelhead. That's a very good deal for Nokia since they don't have to pay actual money more than other licensees. It's good for Q! because it blows the GSM Guild wide open. Now multimode, multiband ASICs from Spinco with RadioOne will roam anywhere. I assume from this that QUALCOMM can now make GSM without paying any royalties at all on it. I think this is very, very good news. They can also make GPRS and W-CDMA? What a coup. I wonder if I'm missing something or have misunderstood. Perhaps Nokia's patents are not enough to make GSM or W-CDMA without other patents too, which belong to other members of the GSM Guild who will also want their pound of QUALCOMM's flesh. But it's very, very good news. It's a beautiful sunny winter's day again here [a remarkable run and if this is the greenhouse effect, let's burn more oil, gas and coal]. Let the swamps pour out the methane!! I'm going out to celebrate. So much for GG and his "QUALCOMM should cut their royalties" nonsense. All aboard!! 3G train to leave the station any day now, and it will be synchronized. Mqurice