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

To: Kayaker who wrote (101310)	7/5/2001 1:34:30 PM
From: Dennis Roth	Read Replies (2) \| Respond to of 152472

>> We believe this announcement could cause postponement or cancellation of Qualcomm s spin-off of its chipset business (Spinco). One of the main drivers for the spinning-off of the chipset business was to prevent dilution of future royalty revenues to Qualcomm. This was to be accomplished by Spinco getting a portion of the CDMA patent portfolio to use as a cross-licensing bargaining chip to gain access to GSM IPR. << But Nokia doesn't own all the GSM IPR. Alcatel, Siemens, Ericsson, and Motorola have the rest. They may have agreements with Ericsson and Motorola but Alcatel and Siemens have yet to cry Uncle, so Spinco is still neccessary.