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

To: IHUBDOWN who wrote (49672)	1/18/2006 6:36:45 PM
From: engineer	Read Replies (2) \| Respond to of 196605

yea, and you guys who are in denial that HSPDA and WCDMA and all variants will still pay royalties to QCOM. Just like they pay royalties to Nokia and all the rest of the Eurocrats. Anyone that posts that nobody will pay royalties is just plain wrong. The eu case will NEVER stand up. BTW: when is Nokia going to pay up for the royalties they already got assesed in the IDCC case? Are they in denial also on that one? those are HSPDA and EDGE patents. Is this turning into a US versus europe trade war? I hope not, as there are still quite a few GSM sales in this country at stake if NOK does NOT pay up their $$s to IDCC.

To: IHUBDOWN who wrote (49672)	1/18/2006 9:58:01 PM
From: BDAZZ	Respond to of 196605

Just a few corrections here: >>I never said WCDMA was GSM and not CDMA<< You said 3GSM is GSM. 3GSM and WCDMA are one in the same. >>Oh well everybody pays royalties to "Q" path is in denial that Q's CDMA versions are going to be a minority in the marketplace<< If everyone is paying royalties to QCOM for WCDMA then for all investor and business purposes WCDMA is QCOM's CDMA. This is the point of ownership and royalties. >>Compare QCOM & Others market share in WCDMA handset business...<< QCOM is not in the handset business. >>QCOM isn't even in the base station chip business for WCDMA last time I looked so no infra. chip sale $$$$$$$'s....<< QCOM makes the chips that go into the handsets, but of course is booking big royalties from all of the Euros and others for WCDMA handsets, equipment, and the infrastructure. >>Just remember WCDMA will never see the light of day.<< No one ever said this. Perhaps you meant the quote of "EDGE will never see the light of day." EDGE is currently under a lawsuit for using QCOM IPR to get to the light of day? QCOM and its investors are all counting on WCDMA to flourish in the next few years. This technology is QCOM's entry into a huge new market of an estimated 2 billion over the next decade. The WCDMA royalties and chip set sales from this new market will fuel QCOM's growth for quiet sometime. >>LOL<< Your defining argument.

To: IHUBDOWN who wrote (49672)	1/19/2006 4:41:40 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 196605

<Just remember WCDMA will never see the light of day......> I don't think anyone ever said that. There was a big question on timing and in 1996, W-CDMA was obviously vaporware. You should check the definition of vaporware before you spout off. W-CDMA was not a functioning technology until Y2K and not commercial until 2002 [barely and inadequately] and not successful until 2004 and only got going in a big way in 2005, a decade after the big noise about it got under way. That's vaporware. Designed to keep the GSM people stringing along and paying more money while W-CDMA was purportedly just around the corner. $100 bn was bid in Europe on the basis that W-CDMA was just around the corner. Oooops, it wasn't. That was a great con - from "We invented CDMA" to "No royalties for QCOM" and "It'll be gung ho in Y2K so just wait for it". Most people fell for the vaporware, which is the whole idea of vaporware. It's a con. Mqurice