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

To: Stock Farmer who wrote (125737)	11/28/2002 12:51:53 PM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

I seem to recall that Qualcomm's license agreements are for a 7 year term. Well, that would be a problem with your recollection and not with Qualcomm. I have never seen any hint that Qualcomm's licenses are for limited duration. In fact in at least one of the conference calls around the time of the Ericsson deal they actually talked about the deals lasting past the expiration of some of their key patents. But of course my recollection could be bad so let me trot out at least two other pieces of evidence: 1) Why are 'licensing revenues' slowly dying out if they are having to re-up every 7 years. 2) In the one, and only one, copy of the licensing agreement that came public there was no evidence of limited duration: Message 13705825 I'd request that you come up with at least one source for the 7 year duration. Today, Qualcomm emerges as an undisputed winner because of a handful of matchless patents. The majority of which expire in the next few years. Well, I agree that this is true - they start expiring in the later half of this decade. And their newer patents aren't as phenominal on an individual basis. But first, that event is at least 5 years off, and per my argument above I would expect it won't make much immediate difference. Clark

To: Stock Farmer who wrote (125737)	11/29/2002 3:08:13 AM
From: Wyätt Gwyön	Respond to of 152472

'Wi-Fi' Gives Cell Carriers Static The emerging popularity of "Wi-Fi" wireless internet access has the potential to be a major headache for the cellphone industry, which has made an expensive bet that consumers will use its networks to access the Web. online.wsj.com "What [Wi-Fi] hotspots do is they really kill about 80% of the good near-term applications that the cellular providers were expecting to make money off of,"

To: Stock Farmer who wrote (125737)	11/29/2002 9:53:02 AM
From: qveauriche	Respond to of 152472

< And to presume the outcome after three rounds of patent poker when the deck has yet to be shuffled for the last game... well, that's taking one gigantic leap of faith.> Well stated. I disagree in this respect. What is trivialized as three rounds of patent poker was really 100s if not 1000s of rounds of what I'd call "technology innovation chess", all of which have been won by QCOM. If you look a the innovation thats come out of QCOM over the last 5-7 years, and compare it to that coming from Nokia and pals, it is quite a staggering comparison. The horse thats running the fastest tends to increase its lead over time. And we can count on still a few more years of Euro paralysis due to their arrogance. Nothing is certain about the future, but the innovation record to date, which in turn decides the outcome of the patent poker games, speaks for itself. At the appropriate time, we can only hope that QCOM will have learned from the Nokia model and lead the way to innovate beyond CDMA and not fight a rear guard battle to preserve it.

To: Stock Farmer who wrote (125737)	11/29/2002 11:40:58 PM
From: elmatador	Respond to of 152472

PLDT mobile unit obtains $100 million loan. There is still some money chasing telecoms in Asia, John. PLDT mobile unit obtains $100 million loan 29 November, 2002 20:01 GMT+08:00 MANILA (Reuters) - Smart Communications Inc, the money-spinning cellular unit of Philippine Long Distance Telephone Co (PLDT), said on Friday it had obtained a $100 million loan to finance its network expansion. In a statement, Smart said the lead arrangers of the five-year loan facility were Bank of Tokyo Mitsubishi Ltd, Citibank N.A., and ING Bank N.V. "The purpose of the facility will be to finance equipment and services related to Phase 6 expansion of Smart's global system for mobile communications network, including transmission facilities, information technology systems, and other capital expenditures," said Smart, which is not listed on the stock exchange. PLDT TEL , the Philippines' largest telecommunications provider, earlier this month reported nine-month earnings up 75 percent on a year earlier at 1.4 billion pesos ($26.12 million). Earnings were driven by a 51 percent rise in nine-month revenues from Smart Communications, the country's largest mobile phone company.