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

To: Clarksterh who wrote (134901)	7/22/2004 5:07:06 PM
From: carranza2	Read Replies (1) \| Respond to of 152472

It has been my impression that since Q has improved the core patents to a point where it can demand that buyers pay one price even if a single patent is used, the business model allows for the expiration of core patents without affecting the price structure. Most of the infra will also be in place by the time the problem you suggest might become a reality. A carrier would be unlikely to accept handsets that might not jive with the installed Q-compatible infra. Just an opinion. NB: It occurs to me, too, that Q was very wise by not charging an enormous percentage since a small one acts as a competitive barrier to anyone seeking into entry into Q's CDMA space after the core patents expire. What would the antitrust beef be? Q is charging too little? I don't think that would fly.

To: Clarksterh who wrote (134901)	7/22/2004 5:12:47 PM
From: jackmore	Read Replies (1) \| Respond to of 152472

FWIW, my understanding was that the Koreans were due to renegotiate their licenses around 2008...about the time some of the core patents run out. Their hope is to negotiate lower royalties at that time. But if Q keeps raising the bar for data rate and level of integration, all of that may turn out to be moot. Got to keep that R&D engine cranking.

To: Clarksterh who wrote (134901)	7/23/2004 3:40:08 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

Docomo has given some pretty interesting details for their roadmap over the next decade or so. They are looking at a possible two step evolution from HSDPA....the first continues to use a DS-CDMA air interface while the second (Super 3G) could use an OFCDM air interface for the downlink. babelfish.altavista.com There are more slides available here (including a possible timeline). babelfish.altavista.com Any thoughts? Also....Qualcomm gave a presentation in which they seemed to talk quite a bit about 3G+LAN. It is tough to tell since the slides are in Japanese but it seems that this might be their vision for 4G. babelfish.altavista.com Slacker