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

To: Jon Koplik who wrote (15689)	9/29/1998 9:33:00 AM
From: SKIP PAUL	Respond to of 152472

In your example GS has the other leg of the swap and has taken on the uncertainty.

To: Jon Koplik who wrote (15689)	9/29/1998 10:31:00 AM
From: Greg B.	Respond to of 152472

On the Philips agreement (courtesy of Gregg): Message 3892563 "The W-CDMA claim seems rather humorous given today's announcement. Yet during the day there was a concerted effort by some market "participants" to distort the truth and recast the Lucent/Philips agreement in a negative light. Here are the facts. Lucent/Philips signed a royalty-bearing license agreement with QC that incorporated a cross-license of some Lucent/Philips IPR. QC WILL NOT be paying ANY royalties to Lucent/Philips (for the cross-licensed CDMA patents). Moreover, Lucent/Philips' royalty rate to Qualcomm is on terms similar to other recent agreements." "Get it? Qualcomm settled an outstanding piece of litigation and signed up a new W-CDMA licensee on terms equivalent to its IS-95 licenses. This is a very, very good thing...." I think this development is significant in other way...