Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: carranza2 who wrote (134900)	7/22/2004 5:01:20 PM
From: Clarksterh	Read Replies (3) \| Respond to of 152472

Don't worry about the core patents expiring. There is a scenario which could hurt QCOM. Currently and for the next few years QCOM is still covered by core patents. You want to do CDMA? You have to get a license and then Q makes you agree to sign for the whole pool (some of which are very current). But in a few years you will be able to do CDMA without Q's permission and the other patents are easier to work around. So a start-up company in, say, 2010 might actually be able to promulgate a moderately good CDMA standard and pay QCOM no royalties. But they might have to go it alone since other vendors will have signed agreements with Q. Thoughts? Clark