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

To: Dexter Lives On who wrote (122459)	7/30/2002 1:56:11 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 152472

don't you understand that all news is good news? -g-

To: Dexter Lives On who wrote (122459)	7/30/2002 2:18:43 PM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

rob - Can't say [how a CDMA company would avoid paying Q royalties] though I do find it interesting how defensive everyone on the qcom threads is about this issue. If you had been around back in the heydays of QCOM you'd know that the reason people are so confident is that: 1) A lot of the at-the-time biggest boys (Ericsson being the most extreme example) outright said they could get around the Qualcomm patents with W-CDMA. In the end they caved and paid the same rates as for CDMAOne/1x/... . Each and every one, with the only exception to date being Siemens(sp?). And this was with a standard for which they specifically controlled the development and presumably (almost assuredly) designed to mitigate Qualcomm's patent influence. 2) If the people designing WCDMA couldn't get around Qualcomm patents, how in the world is anyone going to get around them in the standard that Qualcomm designed? In addition I personally did a lot of research in the area of the patents. I can tell you for an absolute fact that Qualcomm has one absolutely vital patent and if you do CDMA in a cell system you can't avoid it. In addition it has a huge vault of great patents each of which, on its own, may be less valuable, but in toto ... . This should be no surprise since for a long time the industry thought it (CDMA providing greater capacity in a cell system) was actually a violation of physical laws, so obviously not worth researching. BTW - People are sensitive only because you so obviously have not done your homework in this area. It isn't a matter of opinion (whereas '802.11 vs cell systems' or 'options accounting' are much more subjective). Clark

To: Dexter Lives On who wrote (122459)	7/30/2002 3:07:48 PM
From: Neeka	Respond to of 152472

Can't say though I do find it interesting how defensive everyone on the qcom threads is about this issue. Well, it is an important issue to long term stock holders. One that most here have kept a very close eye on. I'm not sure I would call it a "defensive" position, but rather one coming from a knowledge and understanding of events that have taken place. When you spend a few years and countless hours studying a company you get intimately familiar with it's history. Besides why else would all of those companies sign contracts with QUALCOMM otherwise? I'm not going to link you to QUALCOMM's website as I assume you have already been there? At least investors are worried, which is better than the complacency seen previously. Still, I don't know how anyone can make such a positive assertion about who will pay royalties, given that (1) it's a rumor and (2) it's not even known what's planned. Suppose they're working on a new interface that doesn't use qcom patents, for example... -g Rumor, rumor! It IS just a rumor isn't it. All of those "may's" and "expects". I've seen dozens like it before. QUALCOMM has been assailed by rumor and innuendo for as long as I can remember. For every defender of QUALCOMM there seems to be 10 willing to attack. I guess that's the way it is in the business world? I certainly can't be expected to just throw all wisdom out the door like some bad bath water, and take your word for it that someone, somewhere in a little lab has been working on a new interface that is about to come on the scene and displace everything that's come before it now can I? Although the possibility that CDMA could or would be displaced has been one of my main motivations in following it's development so far. If you know something the rest of us don't I sure haven't seen it yet, but I'm keeping a sharp eye out. Regards M

To: Dexter Lives On who wrote (122459)	8/13/2002 7:46:26 PM
From: waitwatchwander	Respond to of 152472

Undaunted M Link targets TOT project bangkokpost.com First-half profit doubles to B170m Komsan Tortermvasana M Link Asia Corporation will continue to compete for government and private telecommunications projects, despite being screened out of the first round of bidding for the 15-billion-baht CDMA mobile-phone expansion contract. Monthatip Kowitchareonkul, the company's vice-chairman and younger sister of Prime Minister Thaksin Shinawatra, said that M Link was preparing to compete for marketing rights to the second stage of TOT Corp's 1900 Megahertz mobile-phone network. However, M Link would bid on its own and not as part of a consortium as it did when competing for the CDMA (Code Digital Multiple Access) project offered by the Communications Authority of Thailand, Ms Monthatip said. M Link saw the CDMA project as having bright potential, she said, clarifying an earlier remark by Mr Thaksin that CDMA technology was ``dead and had no future''. She said Mr Thaksin was referring to the old IS95A technology used with the CDMA system. However, CDMA technology had since migrated to CDMA 20001X which could shift to Third Generation (for high-speed data and non-voice services) in the near future. Ms Monthatip's comments coincided with M Link's announcement of a satisfactory performance in the first half of this year, with 3.2 billion baht in revenue yielding 171 million baht net profit from mobile-phone distribution. The profit was double that posted in the same period last year. Managing director Anusorn Amornchat said handset distribution alone earned the company 1.317 billion baht in revenue in the second quarter, including 75.69 million baht in net profit. In the first six months of this year, M Link sold 694,938 handsets, Mr Anusorn said. M Link imports and distributes telecom equipment and mobile phones for the Digital GSM Advance and Digital GSM 1800 systems.