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

To: qbull who wrote (28536)	11/6/2002 11:51:10 AM
From: marginmike	Read Replies (1) \| Respond to of 196720

Thats nice a discount sale on a product that will probably never roll out.

To: qbull who wrote (28536)	11/6/2002 11:51:26 AM
From: foundation	Read Replies (1) \| Respond to of 196720

re: declaration of war The agreement may force Qualcomm to lower the royalties it asks for its cdma2000 patents, analysts said. It may also force it to lower the royalties it asks for its WCDMA patents, as Nokia and its partners "own such a vast set of patents that they may be able to operate without using Qualcomm's patents at all," Maunula said. <g> I'd love to see a diagram of Marko's thought process. Or is Marko and Conventum Securities simply another tool - another CFRA, CSFB or PennystockSoundview? ... analysts said? Who? All the guys at Conventum?

To: qbull who wrote (28536)	11/6/2002 1:26:22 PM
From: samim anbarcioglu	Respond to of 196720

<<Nokia and its partners ``own such a vast set of patents that they may be able to operate without using Qualcomm's patents at all,'' Maunula said.>> They will have to invent a way to implement soft handoff, power control, and rake receiver, without which you can not build a CDMA cellular telephony system. Or they can rent the patents to the said inventions that already work from QCOM for a modest price. Without a way to do soft handoff and power control, they have nothing.

To: qbull who wrote (28536)	11/6/2002 1:28:02 PM
From: samim anbarcioglu	Respond to of 196720

<<High royalty payments have been seen as a factor slowing down industry development,'' said Petri Arjama>> They can start by taking discounts on their GSM royalties of 25%.

To: qbull who wrote (28536)	11/6/2002 3:19:48 PM
From: Michael Allard	Read Replies (1) \| Respond to of 196720

WCDMA Royalties... The way I read this, Nokia et al are lowering the royalties on WCDMA to make the product more competitive with CDMA2000. (Not less expensive, just more competitive). They will never lower their rates on GSM - they don't have to - the GSM base is protected from CDMA competition. But 3G is a different story, and they are realizing that they will not be able to maintain their 25% royalty rate and come close to competing with CDMA2000. I think they are seeing CDMA200 as a real threat to WCDMA.

To: qbull who wrote (28536)	11/7/2002 10:55:27 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 196720

<``This is a declaration of war against Qualcomm,'' said Marko Maunula, an analyst at Conventum Securities. > King George II seems to have just got a turbo boost in the electoral department and his courtiers and he are QUALCOMM buddies. Those Predator-launched Hellfire missiles Okay, war it is then. Let's rumble. Me, Korea, Hu Jintao and China, Irwin Jacobs, Brent Scowcroft, Condoleezza, Colinisation Powell, King George II, King George I, and the USA, versus the GSM Guild. Hahaaahaha!! Mqurice

To: qbull who wrote (28536)	11/8/2002 2:19:30 AM
From: the_rich_janitor	Read Replies (2) \| Respond to of 196720

Articles like this always make me feel so much better about my Q investment: <<<<<<``This is a declaration of war against Qualcomm,'' said Marko Maunula, an analyst at Conventum Securities.>>>> so dropping their royalty rate still leaves QCOM's royalty... which means that a WCDMA royalty is only 60% more than a cdma2000 royalty? <<<<<<<<<``own such a vast set of patents that they may be able to operate without using Qualcomm's patents at all,'' Maunula said.>>>>>>>>>> smart thinking. I assume the standard - Toys 'r' Us - law degree applies to this comment. Good thing this guy knows more about the patents then NOK, Siemens and ERICY. Didn't they already agree to pay QCOM 'THE' royalty? <<<<``High royalty payments have been seen as a factor slowing down industry development,'' said Petri Arjama, an analyst at Handelsbanken. ``This is positive for WCDMA technology>>>>>>>>>>> I knew it!!! Those darn royalty payments are responsible for WCDMA's 3 year delay. Someone please call TXN and tell them they can resume development now.