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Technology Stocks : 3G Wireless: Coming Soon or Here Now? -- Ignore unavailable to you. Want to Upgrade?

To: quartersawyer who wrote (502)	10/29/2005 8:50:44 PM
From: Eric L	Read Replies (1) \| Respond to of 666

Excedrin Headaches ... ... and screws from Home Depot. chapq, << I'm sure you've read it [Broadcom complaint]. >> Every word of the "everything but the kitchen sink" complaint. Several times. << If so, then apparently the MSM6xxx delays must be some form of opaque strategy >> More like an exceptional amount of hyperbole on the front end and exceptionally pi$$ poor execution on the back end, IMO, by a company with significant chipset design expertise that claimed that 3GPP UMTS (WCDMA) was simply some minor software changes to their own CDMA implementation designed to work around QUALCOMM IPR [I'm paraphrasing loosely but we can find IMJ's and/or PJ's exactly words on that from spring analyst's days easily enough.] << I like Ed Snyder's comment (or whoever it was) about the courts not being a substitute for engineering. >> I think that was either Jacobs, or Jacobs, or Jacobs, or maybe it was Altman, or Lupin, or Blecker, (but I could be wrong) but Ed Snyder did have this to say ... "Uncertainly always pressures valuations ... Nobody wants to pay royalties. They [the companies that have complained] have tried to go through several different avenues to get the courts to help them out when they couldn't negotiate lower royalty payments. This is just the latest salvo. ... It's doubtful this will have any impact in the foreseeable future on Qualcomm's finances. If it has a financial impact, that will be several quarters out. ... It isn't clear that this latest challenge is going to overturn all that's been done in the courts or whether anything done by the European Union [E.C.]could affect a change in Qualcomm's licensing program worldwide." - Ed Snyder, Charter Equity - << Do you think Qualcomm has "monopoly power in 3G markets"? >> I'm not really qualified to answer that anymore than you are, but basically no, I personally do not, but the question of whether QUALCOMM has licensed its IP on fair, reasonable, and nondiscriminatory terms, is a question that will have to be answered by some authority other than you or I. In the interim as a QCOM shareholder I am very comfortable with QUALCOMM's IP position for G3G RTT technologies, and in a general sense I happen to be pretty much in agreement with what Ed Snyder stated in the clip(s) above. << What a f****d up industry! >> ... that's worth about $200 billion per year in terms of infra, subscriber equipment, and the hard and soft components inside. I guess we'll have another hour presentation on IP from Altman (or Blecker) at London Analyst Days on the 8th. Pass the Excedrin. Best, - Eric -