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

To: Maurice Winn who wrote (12417)	7/3/2001 8:38:40 PM
From: JMD	Read Replies (2) \| Respond to of 197350

Wow Mqurice, multiple rants without even a shot across the bow from the resident thread Nazi! Ramsey must be too giddy to resort to his normal bullying tactics. Hot damn mates, the fat lady just sang her fanny off and she wasn't singing in Finnish either. A real class act from the Q to let Nokia cross license their oh-so-valuable GSM platform in order to get that crappy and unproven and laws-of-physics-defying CDMA junk. Go figure. Congratulations gang: the US gets to celebrate the end of European cell phone dominance on the eve of its birthday. Downright touching. Surfer Mike

To: Maurice Winn who wrote (12417)	7/4/2001 8:47:25 PM
From: John Biddle	Respond to of 197350

Like others on this thread, I am very pleased, though not at all surprised, that Nokia has finally capitulated on WCDMA. It is funny how the big European companies have passed the gauntlet down from Ericsson to Nokia and now apparently to Siemens to fight off the big ogre Qualcomm, with each successive failure going off with its tail between its legs. The Q again is magnanimous in victory. IJ and crew have more character in their little fingers than many of their competitors have within their whole companies. I too, Maurice, am not quite so sure that the agreement with NOK awards QCOM with all the GSM and GPRS IP they will need to make multi-mode chips royalty free. While I agree that the wording of the press release was vague, the follow-on analysis from SSB and the reply from QCOM IR to a fellow threadmate's question (sorry, I forgot who) make it clear that the Q did indeed exact fair and reasonable payment for their IP from a company that has consistently treated them with disdain at best and disparagement and disgust at worst. I fail to understand, however, how even a full and complete capitulation by Nokia could provide our favorite Q with the keys to the kingdom it so badly needs to raise its potential dominance of the industry another notch. I understood the GSM and GPRS IP to be mostly spread over a small number of large European companies who cross license it to each other. That kept their costs down while their individually high (since they were incomplete) but overall eggregious rates kept the competition at bay. How is it, threadmates, that you believe that NOK can give Q that which they don't own? I don't believe that NOK can grant QCOM rights to the remainder of GSM IP that isn't NOK's directly anymore than NOK could grant Siemens rights to Qualcomm's CDMA and WCDMA in return for rights to Siemen's IP in LAS-CDMA. It simply isn't theirs to give. Or am I making a mistake here, and forgetting some set of deals in which QCOM has already gathered up the rights to the non-NOK GSM & GPRS IP, and therefore only needed NOK's piece of the puzzle to complete the picture?