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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: CDMQ who wrote (8971)	3/1/1998 10:12:00 PM
From: Dave	Respond to of 152472

CDMQ: RE: Irwin Jacobs stated that Qualcomm's patents were not "band specific. QCOM's Patents are not bandwidth specific, meaning that they do not claim a certain bandwidth, throughput, etc. I am still trying to figure out which 4 patents QCOM feels will protect them. Remember, Ericy, Mot, Nokia, etc. can still infringe on them and thumb their nose at QCOM. Then QCOM has to shell out alot of money suing them for infringement. Also, in the US, all patents are presumed to be valid, but...if you remember Intel... They sued Cyrix over the Crawford patent. Basically, Intel didn't enter into a cross licensing agreement with Cyrix, but Cyrix chips were being fabbed by IBM... Things could go differently in court.. dave

To: CDMQ who wrote (8971)	3/1/1998 10:38:00 PM
From: Gregg Powers	Read Replies (2) \| Respond to of 152472

CDMQ: IS-95 is architected around a 1.25mhz channel while W-CDMA contemplates a 5mhz channel. The latter has some trade-offs with respect to mobility, but attempts to offset them by providing higher data rates. Skipping the nuances, QC (and ETSI) believe that the company's patented technology is fundamental to mobile CDMA (regardless of bandwidth). In english, ERICY must buy an IS-95 license or ERICY must buy a W-CDMA license. Either way, QC is likely to derive a royalty stream from Ericsson's move to CDMA and regions of the world that were formerly closed to QC (like Europe) are likely to become a viable market for Qualcomm products. Gregg