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

To: scratchmyback who wrote (28522)	11/6/2002 7:40:27 AM
From: foundation	Read Replies (1) \| Respond to of 196553

It's a start - 9 down, 91+ to go.... but these are the large companies who would cross-license most IP away between them anyway... so in some ways, it's a yawner. The smaller companies have to date shown little interest in cross-licenses - and many may have no plans to manufacture... simply collect pure high-margin royalty gravy. Without a need for cross-licenses - and why would the small companies even consider competing against the titans with product? - there is every incentive for them to adopt a Q/IDCC business model and set their rates where they please. And take their profits off the top with no further toil. It'll easily cover air fare to all of the 3GPP Working Group meetings. <g> And how would the "mutual understanding" apply to vendors with no essential IP? Do they get a free ride as well? If not, it would still leave China manufacturers farther out in the cold. 3GPP opened the flood gates. Unlike GSM, a cozy clique of nine does not own the IP. Still... more movement than I expected.... where's MOT? "The above companies also own a significant number of the essential patents applicable to the CDMA2000 standard. These patents will be licensed at fair and reasonable terms." LOL!