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

To: straight life who wrote (11036)	6/2/1998 9:38:00 AM
From: Gregg Powers	Read Replies (2) \| Respond to of 152472

To all: I read with some amusement the recent discussion regarding a CDMA/GSM handset. Recall that the recent W-CDMA deal between Lucent/Philips and Qualcomm included a cross-licensing agreement which gave QC access to LU/PHG GSM patents on a non-royalty bearing basis. Also remember that QC is developing a CDMA air-interface overlay for the GSM networks. Since such an overlay would represent an island of sanity (oops), I mean CDMA, in a sea of GSM, one could safely presume that a CDMA/GSM handset would be a marketing prerequisite so that customers could roam seamlessly. I believe that QC is developing such a handset, but is being careful not to infringe on anybody's IPR. Unlike CDMA, where virtually anyone can get into the game by purchasing an IS-95 license from QC, the GSM community has consciously and fastidiously erected an IPR fortress by spreading patents across a broad Eurocentric contingent. I expect that QC will resolve this problem and I expect the company to have a CDMA/GSM phone. Best regards, Gregg

To: straight life who wrote (11036)	6/2/1998 10:12:00 AM
From: bananawind	Respond to of 152472

Taichi, All... The carrot... QUALCOMM intends to review its royalty rates within the context of the market size that will be achieved by a single converged standard. And the stick... Although QUALCOMM has recently entered into a royalty-bearing license agreement with Philips Consumer Communications LP that includes use of QUALCOMM's patents in the W- CDMA standard, QUALCOMM has no intention of generally licensing its essential patent portfolio for any IMT-2000 standard (such as W-CDMA) that is purposefully made incompatible with cdmaOne and TIA/EIA-41 without providing a material benefit to the industry. Now that's what I call drawing a clear line in the sand!!! -JLF