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

To: iggyl who wrote (30598)	1/1/2003 12:49:13 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 196605

Iggyl- Thanks for the 4:42 reference time, and your Dr. I J’s paraphrase is close enough. He goes on to talk about the number of companies outside of major vendor group and stating that “they have claims that need to be accounted for”. When Dr. I J says “some cross licensing agreements do allow pass through, probably not too much on the WCDMA side” he could have been speaking of the many companies outside of the major vendor group. The WCDMA royalty issue remains a big unknown to all because of these many smaller companies laying claim to WCDMA IPR. His statement leaves too much to interpretation. We need clarification from Qualcomm IR or others on this board more knowledgeable of the IPR details. As I’ve stated before, I believe that the “guts” of technology that makes the phone operate in the GSM/GPRS- WCDMA modes (radio air link, power control, soft hand-off, etc) is on the MSM6200 chipset and I can’t envision why a handset mfg using this chipset would have to pay an additional royalty to any GSM/GRPS- WCDMA IPR holder where cross-licenses exist between Qualcomm and the major vendors (NOK, MOT, ERICY, etc) they’ve licensed with. They may have to pay a royalty to those Qualcomm has not licensed with, however. Perhaps Ben, Engineer, Mighty, Tom, or others with more insight might be able to provide some clarification. Jim