Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: voop who wrote (53127)	7/3/2006 10:57:19 PM
From: JeffreyHF	Respond to of 197126

"The bad news is if they stay at 2G GSM ad infinitum." That may no longer be true. I find it difficult to believe that Qualcomm would sue Nokia over GSM/GPRS/EDGE in the U.K., where the "loser pays", and again in the U.S. District Court, and seek an "exclusion order" from the ITC, if they weren`t convinced that GSM data requires the use of stolen IPR. Our legal system shares its language and etiology with British Common Law, and from a cultural/political perspective, the British judiciary should be fairest, and friendliest, to Qualcomm. Although it is commonly assumed that Qualcomm`s GSM claims have been asserted solely as bargaining chips, and none of the sensational crap being written about the company in Korea, India, by Reuters, and elsewhere, seems to acknowledge the issue, I am convinced that Qualcomm believes themselves to be right on the merits. Royalties on all GSM/GPRS/EDGE products sold worldwide, could go a long way to ameliorate the negative effects of technology flips, and/or governmentally mandated changes to business practices.

To: voop who wrote (53127)	7/3/2006 11:01:02 PM
From: pyslent	Read Replies (1) \| Respond to of 197126

As long as the operators keep on plugging and chugging to 3G it really makes little difference. From the Qualcomm point of view, that's true. But from what I could tell, the point of the article is that flips from CDMA to GSM/WCDMA is bad for CDMA (not necessarily Qualcomm), and I have to agree. Qualcomm is pretty much alone in saying that all flavors of CDMA are equivalent. I don't see why Verizon or Sprint would take much solace in the fact that Telstra's new GSM subs will eventually be WCDMA subs, nor do they have anything to celebrate when a Cingular customer upgrades to WCDMA.