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

To: quartersawyer who wrote (53289)	7/6/2006 8:01:57 PM
From: Brihack	Read Replies (1) \| Respond to of 197012

Chapq, If some of Qualcomm's fundamental CDMA patents expire in 2007, as Nokia seems to believe, it makes me wonder when the fundamental GSM patents will similarly expire...since its an older technology. I don't remember ever seeing any reports of GSM patents expiring in the past few years. However, I take some comfort in Bill Keitel's explanation at the most recent analyst presentation (William Blair) that Q's fundamental data techniques in EV-DO & Rev. A are largely the basis for HSDPA and HSUPA, respectively. This seems consistent with Q's claim that GPRS and EDGE borrowed various data techniques from those that Q developed in CDMA. It was also interesting that he indicated that some of Q's customers reported that they were being asked to pay GSM royalties of 2-3x the rate that Q charges for CDMA. Oh to be a fly on the wall in the Q-Nokia negotiation sessions. Bri