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

To: Raymond who wrote (49735)	1/21/2006 1:34:42 PM
From: peterk	Respond to of 196584

The Chinese govt. who continues to negotiate a licensing agreement with the Q for td-scdma and the Chinese manufactures who currently have licensing agreements with the Q would disagree with your assessment.

To: Raymond who wrote (49735)	1/21/2006 1:43:07 PM
From: BDAZZ	Respond to of 196584

>>It's interesting to follow the TD-SCDMA debate where everybody on this thread seems to think that that is CDMA << Now why would anyone think that a tech named TD-SCDMA uses any CDMA technology?

To: Raymond who wrote (49735)	1/21/2006 1:51:52 PM
From: JeffreyHF	Respond to of 196584

Raymond, you are right that many companies have IPR in WCDMA (and TD-SCDMA), and therefore can charge royalties. However, the strength and commercial importance of one`s patent portfolio is capable of being relatively measured.First, you must accept the obvious, that all companies are sophisticated in both the engineering and legal principles involved, and enter into licenses and cross-licenses only after performing extensive "due diligence".Having agreed thus far, why is it that only Qualcomm is able to negotiate such favorable licenses and cross-licenses with the entire universe of commercial infrastructure, subscriber equipment, and asic suppliers in the standard, under the terms of which it is paid the same royalties for all CDMA flavors, and is given essentially "free" rights to its licensees` portfolios (including even GSM/GPRS/EDGE non-CDMA IPR)? Qualcomm presently derives approximately 35% of its considerable licensing revenue from WCDMA. Can you name any other company that comes close to Qualcomm in revenue dollars or Euros from WCDMA patent licensing?As for TD-SCDMA, Siemens, Philips, Nokia, Alcatel, and the other non-Chinese players in that standard have relevant license obligations to Qualcomm. The Chinese will sign when the testicle clamping has run its course.

To: Raymond who wrote (49735)	1/21/2006 2:01:50 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 196584

<Siemens,Nokia and Ericsson have a lot of more IPRs in the area but as always they keep a lower profile.> That'll be because they don't want anyone to notice their extorquerationate GSM Guild slimeballing of non-guild members, charging them 16% [or is it 30%] royalties for an obsolete technology which is hanging on only because 3G service providers are stupidly greedy. The current attempt to get QUALCOMM to lower the derisory 5% royalty for the amazing "this cannot work" CDMA technology which enables vast amounts of data in short times and low costs for long distances while the same people charge a fortune for GSM is doomed to failure. Especially if people get wind of the high GSM royalties. Mqurice