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

To: Gregg Powers who wrote (17053)	10/23/1998 3:56:00 PM
From: Mika Kukkanen	Read Replies (4) \| Respond to of 152472

On the contrary... Quacomm have yet to publicly state any particular WCDMA infringement. It is apparent that Ericsson have a strong case, but of course the court will decide. The only leverage would be for Ericsson to stake a claim in the cdmaOne handset market, surely? I believe (my view) is that most of the problems have occurred because Qualcomm have been over playing the IPR issue and convergence. The reason: They may have limited access to the (future and possibly) larger 3G market, unless convergence is achieved. Waving the IPR issue is a way of trying to achieve this. Of course, if Ericsson really have a case they can play the same card...and we all get nowhere fast! Yes, I suppose technically other manufacturers are infringing on the Ericsson IPR. Note, most IPR is sold at about 2% in the telecom market and even WCDMA there are many manufactures claiming IPR from around the world. Convergence is not an issue for the mass GSM operators (why should it and vv for IS-95 operators with WCDMA), it will come with dual-band user equipment ("letting the market decide"). This argument will bounce like a yo-yo until we see some concrete evidence..the first being the court case slated for February. Absolutely sure we will see a lot of smoke (no fire) before then. Have a good weekend all, Mika

To: Gregg Powers who wrote (17053)	10/23/1998 6:53:00 PM
From: Dave	Respond to of 152472

Gregg: ERICY needs A LOT of QC IPR to do W-CDMA From the ETSI's release, I was under the impression it was only a few (less than 10) patents that the ETSI wanted Qualcomm to license. dave