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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 (49759)	1/22/2006 1:26:42 PM
From: Raymond	Read Replies (2) \| Respond to of 197036

" I have always speculated that Ericsson had a near zero royalty rate for CDMA infrastructure" Ericsson is not in the CDMA infra business any more.They are just supporting existing customers.I believe the comment was about the total money changing hands between the companies.I guess QCOM is tuff to meet in negotiations but lets look at the total picture. EMP is not doing any CDMA anymore so it's just WCDMA ASICs we are talking about. A WCDMA phone outside Japan consists of two parts a WCDMA part and a GSM part.All mobiles are dualmode. If you take the GSM part on layer1,layer2 and Layer3 QCOM might have a couple of patents.Ericsson is a dominating IPR holder in the area together with Nokia. If you take WCDMA QCOMs patents they are mostly on layer1.But I guess that Ericsson and Nokia has even more patents in that part of the standard also.If you take layer2 and layer3 QCOM has much less IPRs than Nokia,Ericsson,Siemens....The NAS layer which is part of layer3 and it's a common layer between GSM and WCDMA is also invented by the traditional telecom vendors and operators. I guess that Ericsson has a rather strong hand when they negotiate agreements. /R