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

To: limtex who wrote (13020)	7/27/1998 2:50:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

Limtex - <Are you sure because what you imply is that the Q only gets paid on anything to do with CDMA-one but I thought that the Q gets paid on some other CDMAs maybe even W-CDMA eventually or have I got it wrong.> Confusion! If there was an name for anything that had Qualcomm IP in it then just about everything in commercial CDMA cell systems (and some others) would qualify to some degree, but sometimes, or often, only trivially. However, Ericsson (MOT, LU, ...) could probably say the same thing. Therefore, I assumed you were asking about things that use substantial amounts of QCOM IP, and currently the only commercial system where this is undisputedly(sp?) true is CDMAOne. Clark

To: limtex who wrote (13020)	7/27/1998 3:24:00 PM
From: bananawind	Read Replies (2) \| Respond to of 152472

Limtex, Qualcom's IS-95 (cdmaOne) is the only deployed/deployable flavor of CDMA technology in existence for mobile communications. The only exception, I believe, is the previously mentioned B-CDMA that comes from IDC and is 1) fixed WLL only 2)not commercially deployed or certainly not in any kind of scale. All the other flavors you hear about are currently hypothetical, proposed standards (mainly the GSM/NTTDoCoMo proposed W-CDMA). Q has stated repeatedly that this "proposal" involves use of Q's core intellectual property. On the recent conference call Irwin Jacobs stated flatly that the W-CDMA proposal uses Qualcom's property in the areas of power control, rake receivers, and soft handoff, for example. Further, he has stated repeatedly that Q will NOT grant licenses for its property under the proposed standard unless/until W-CDMA is made backward compatible with CdmaOne. If there is no converged standard then Q has said it will move forward with its own wideband (cdma2000) which is THE ONLY 3G standard that it would then license to anyone. (ie. no license for two standards). One small footnote is Phillips, which has got a royalty bearing license agreement from Q to manufacture under the European-proposed W-CDMA. This was negotiated as part of the litigation settlement with Phillips. Hope this helps. -JLF