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

To: slacker711 who wrote (45827)	5/11/2005 12:40:53 PM
From: Eric L	Respond to of 196977

Ericsson Webcast Slacker, << 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. >> I listened again also. I agree. I commented more on this here with a reference to a clip from Qualcomm's webcast immortalized by Kayaker back when the Ericsson accord was finalized: Message 21299024 Fleshing out what I paraphrased earlier, before commenting on dual-mode and infra Håkan stated ... As I tried to comment in my presentation there are no backdoors in IPR business ... we have not disclosed the terms and there are some cross-licensing parts but they are limited and to our understanding there are no such ways you can just pass them through ... maybe they have made an optimistic statement about that. [that's not necessarily a direct quote but close] Did you hear the same as I did. The U250 has sampled - probably a bit back - and several manufacturers are incorporating it and plan to introduce (release ship as opposed to launch) product for Q4? He specifically used 'launch' as opposed to 'release' but that is often a cause for confusion, usage wise. [The U250M is a U250 with coprocessor] I thought the presentations by Sandeep and Håkan were very interesting and worth a listen for others. I must say that Ericsson's presentations are much more listenable than under prior management when it was absolute torture. Håkan's cocky but has a sense of humor and Sandeep is cool. He isn't just a Sanjay sound-alike, he's kind of substance-alike. - Eric -

To: slacker711 who wrote (45827)	5/13/2005 11:42:53 AM
From: slacker711	Read Replies (2) \| Respond to of 196977

The TRAI decision looks very good for Qualcomm (at least to me).... Outline of recommendations... trai.gov.in Detailed analysis... trai.gov.in My interpretation of the decision.... - TRAI is recommending changing the requirements for the granting of additional spectrum in the 800 and 900MHz bands. The new requirements would be technology neutral....previously, they required more subs for CDMA operators to be given additional spectrum. There is 2x7.5 Mhz available for immediate allocation in Delhi (busiest area). This would more than double the current allocation of spectrum to CDMA operators. - Spectrum in the 450MHz band should be made available on request to operators. - There isnt much GSM spectrum available for allocation right now. A total of 2x6 MHz is ready in Delhi between both the 1800 and 900Mhz bands....and there are interference issues on the 2.4MHz that is in the 900MHz band. The GSM operators already have 32.4MHz of spectrum in Delhi so the additional spectrum is quite a bit less on a percentage basis. - TRAI sees another 2x25MHz being available for the GSM operators in the 1800Mhz band by December 2006. This isnt enough spectrum to make the 2007 subscriber goals....so the TRAI is recommending the 2GHz band be used to meet short-term spectrum needs. They would like the government to make available 2x5Mhz of spectrum in the 2GHz band to all operators who are "demanding it". There will be an additional spectrum charge if an operator gets 2GHz spectrum but does not roll out services quickly (to avoid hoarding). If an operator did not roll out services within two years, the allocation would be canceled. The one problem is that TRAI does not seem positive that the government can make enough spectrum available immediately if all of the operators request it. - They are recommending the allocation of continugous spectrum in the 900MHz band to allow for in-band WCDMA services (when it is ready). The biggest question that I have is how quickly the 2GHz band can be made available. If it is considerably ahead of the 1800MHz spectrum, it would provide a big incentive for operators to roll out WCDMA in their most crowded areas. If the 2GHz band and additional 800MHz spectrum were to be made available quickly, this would be about the best of all possible worlds for Qualcomm. Reliance should have enough spectrum to begin a DO rollout and if the GSM operators are as spectrum constrained as they claim, they might need to start developing the 2GHz band. The government is looking for 200 million subscribers by 2007 which would require a doubling of the current monthly rate from 2 million new subs to 4 million....so a relatively quick 3G rollout seems plausible. Slacker