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

To: data_rox who wrote (43962)	1/3/2005 11:45:25 AM
From: Jim Mullens	Respond to of 197414

Skip, FYI – QCOM IPR report courtesy of Jim Lur (IH QCOM) vertikalgroup.net (woops, DR you beat me to it!) From a quick read the report appears to view the Q’s license agreements as very solid, so much so that the QCOM “risk” could come from the industry players adopting non-CDMA technologies (see snip below). The report mentioned OFDM, but surprisingly I did not see the mention of WiMAX. Wonder why? Snips>>>>> _ Risks. The growing size of the economic surplus being captured by Qualcomm’s licensing model provides financial incentives for certain wireless industry players to adopt non- CDMA technologies that could carry much more favorable financial licensing terms than those currently charged by Qualcomm. We view this as a much more significant risk than either the expiration of Qualcomm’s early patents or engineering attempts by other companies to place future evolutionary CDMA technologies outside the scope of Qualcomm’s intellectual property coverage.