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

To: Eric L who wrote (45825)	5/11/2005 12:18:20 PM
From: slacker711	Read Replies (2) \| Respond to of 196977

I need to listen again, but if there is a WCDMA pass through (which we both think there is) it may be limited, some weasel words were used, (We have not disclosed the terms - there is some mutual cross licensing, but it is limited, ... maybe they have made an optimistic statement about that) but on dual-mode there is no pass through on the GSM (GPRS EDGE) side and no pass through on UMTS (WCDMA) infrastructure, so the implication is that any UMTS (WCDMA) manufacturer will be negotiating with Ericsson. I'm still curious about whether or not there is a reciprocal pass through privilege that accrues to EMP from QUALCOMM from any cross licensing provisions that do permit a pass through. I just listened to the same portion of the call....FWIW, my two cents after a single listen I think that they made it clear that there are no pass-through rights for GSM handsets or WCDMA infrastructure. My opinion is that all of the weasel words about WCDMA handset pass-through would indicate that Qualcomm does have at least some rights in this area. If that interpretation is correct, Q will have some advantage with the Japanese manufacturers but not nearly as much with the ROW. It will be quite a while before single-mode WCDMA handsets become prevalent. Slacker