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Technology Stocks : The New QUALCOMM - Coming Into Buy Range -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (5981)	2/16/2010 5:10:10 PM
From: Art Bechhoefer	2 Recommendations Read Replies (1) \| Respond to of 9129

Maurice, you may have forgotten one critical piece of information. The GSM group, intent on restraining QCOM from getting a technological foothold in Europe or other markets, purposely created the WCDMA standard on the false premise that they could circumvent QCOM patents through the earlier cross licensing of broadband CDMA patents held by IDCC (interdigital). Once they learned that the IDCC patents weren't enough, and that they still would have to use QCOM IP for WCDMA, they then did what they could to postpone the day when they would have little choice other than to adopt WCDMA. My view is simply that the Europeans were bent on preventing an encroachment on a European technology (GSM), but their efforts to impose restraint of trade elsewhere would have been less successful had initial royalty rates on CDMA technology been tantamount to an offer that non-European service providers couldn't resist. Of course, this does not preclude the use of bribes and/or other chicanery to achieve the same result. It's all in the category of what might have been, however, and only of academic interest. We need to concentrate on getting the dividend raised. Art