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

To: DanZ who wrote (16295)	10/11/1998 7:41:00 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 152472

Dan, Pantech has been a licensee for quite a while and has been working on handsets based on Qualcomm's ASICs. Motorola has been in since 1989 as a cdmaOne supporter but decided when the market got going to produce their own ASICs and handsets. I suppose you can't just take the Motorola chip out and plug in a Qualcomm one; you'd have to redesign the whole thing. That might be quite a project so it was perhaps quicker to just use Pantech's well-developed effort and put a Motorola tag on it. I don't think Pantech is making any cdmaOne ASICs. The MSM3000 is hot stuff and Nokia's failed attempt on cdmaOne will be pushing them too in the direction of abandoning their own chip designs and going along with Qualcomm's efforts. This all confirms the value that Qualcomm is putting on their intellectual property rights and must lead people to conclude that 3G IP prices Qualcomm is proposing might be perfectly reasonable after all. Qualcomm should forget the low single figures for 3G royalties and charge the 7% or 12% fees which more reflect the huge intellectual capital they have invested, the success of it and the difficulty of replacing it. Perhaps Qualcomm people undervalue what they have produced because they are so smart that it didn't seem all that hard to do, so they are tending to think others can do it too. So far, nobody has succeeded. Maurice Jon - baseball doesn't do it for me sorry. No channel flicking. Having lunch and going to see whether my corn has germinated. Watching it grow will be much more exciting than cricket and more interesting than baseball. Ramsey, you better nail them on this baseball stuff before it gets out of hand.