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

To: Jeff Vayda who wrote (15258)	9/21/1998 8:34:00 AM
From: Rajala	Read Replies (4) \| Respond to of 152472

>why is the Q not bidding on Indian contracts? India is GSM, I think they have 33 GSM operators there. Also, during this childish hulabaloo about Clinton did anybody notice a Business Week article about Q? According to it, ETSI "endorsed a 3G CDMA standard that bypasses key Qualcomm patents and is incompatible with existing networks that use Qualcomm's CDMA technology". If this is true Q has no legitimate rights on ETSI's new standard. But the US government, ever vigil protector of free trade and justice, flexes some muscle and, according to BW "Europe is likely to weave some of Qualcomm's favorite technical specs into the new standard" in order to keep the peace and Q's royalty revenues going. How'bout that? Q might gain royalty rights on the de facto world communication standard of 4 bn people. Think about it. Personally I think Europe should not bow to the bully tactics of the US, but in practice they might, again. After all we Europeans are a bunch of pinko sissies (we destroyed the continent twice this century before we learned to be that way). So my gut feeling: 30% chance of royalties. But if royalties are to be agreed to they are going to be pretty light. Europe will be listening to the US govt. but not Q since they have no presence or influence here. Its like some individual European company with no market or legal position in the US would be trying to dictate the new US communications standard (after you have stopped laughing at the stupid thought remember that you are probably betting on a similar scheme). I recommend strongly anyone investing in telecom sector reading the BW article (Sept 7, 1998, European edition p.55-56). It has some other extremely interesting insights too, unfortunately too large to post here. Good luck to everyone. - rajala