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

To: Jim Mullens who wrote (129327)	5/27/2003 1:10:15 PM
From: John Carragher	Respond to of 152472

is mortiz short on qcom stock...

To: Jim Mullens who wrote (129327)	5/27/2003 1:46:35 PM
From: Srini	Read Replies (1) \| Respond to of 152472

I have a question regarding WCDMA patent cross licensing and royalty issues which were discussed in Q&A session on analysts' day 5/22. It is my understanding that WCDMA handsets using Qualcomm's chipsets are already in commercial production (albeit in small numbers, J-Phone for eg.). This would imply that all the patent cross licensing and royalty issues have already been ironed out between the various chip/terminal makers who hold relevant patents, since this is no longer in the trial phase. However, there was some doubt/confusion that some other patent holders (presumably not participating in the actual manufacture and sale of WCDMA handsets/hardware that is currently in progress) may still be sitting on the sidelines waiting to pounce and enforce their claims. Is it possible that if so, could they be waiting for WCDMA to gain critical mass before throwing a monkey wrench in the works such that the disruptive threat (and the value of their claim) is maximized? Or, do they have more to gain by resolving these issues already, (since WCDMA is already commercial) since they risk losing their claim once the horse is out of the barn.