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

To: Mika Kukkanen who wrote (17054)	10/23/1998 4:11:00 PM
From: Gregg Powers	Read Replies (1) \| Respond to of 152472

Mika: Careful with your legal basis...Qualcomm has not claimed WCDMA infringement because NOBODY and I mean NOBODY has attempted to deploy WCDMA anywhere. You can test anything you want in a lab; you can print press releases about trials and tests until your heart is content. Nothing is actionable until somebody tries to SELL an infringing system...then we will see QCOM take legal action. If you want to be objective, go look at ALL the WCDMA releases and you will see that they are carefully described as trials and tests. As for QC having limited access to 3G, well I beg to differ with you. The company will have deployed a 3G version of IS-95 well before W-CDMA is out of the lab. As for the price of IPR, I have been told by several equipment suppliers (two domestic and one European) that the total royalty ticket for a start-up GSM vendor (start-up being defined as someone with no IPR to trade, that wants to be an integrated GSM manufacturer) would exceed 20% by the time all necessary parties were compensated. Kind of makes you think doesn't it? Best regards, Gregg

To: Mika Kukkanen who wrote (17054)	10/23/1998 4:31:00 PM
From: Joe NYC	Respond to of 152472

Mika, Quacomm have yet to publicly state any particular WCDMA infringement. Qualcomm stated that W-CDMA proposal is using Qualcomm IPR. They can't sue for infringement, since W-CDMA is not being sold. It is only a proposal. If anybody tries to deploy W-CDMA without first licensing QCOM IPR, QCOM file a lawsuit promptly. Joe

To: Mika Kukkanen who wrote (17054)	10/23/1998 4:42:00 PM
From: Bon Scott	Read Replies (1) \| Respond to of 152472

Mika Kukkanen wrote on Oct 23 1998 3:56PM EST* 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! ***************************************************************** It's pretty simple, if Ericy didn't need QCOM for their version of 3G, they wouldn't be bothering. They would have pulled up anchor, open the sails, and yelled "hasta la vista baby", and sailed off into the 3G sunset. The fact that Ericy is even messing around with QCOM indicatates that they can't do it w/o QCOM. It's a very thin vail they are hiding behind with all this litigation stuff. They have basically three paths to go: (1) Come into the fold. Come straight up and sign a license w/QCOM for IS-95 at fair terms and conditions that EVERY OTHER major infrastructure manufacturer has done. (2) Try to scare and bully QCOM (a smaller company) into a free cross licensing agreement. (3) Don't license and continue to be left out in the cold.

To: Mika Kukkanen who wrote (17054)	10/23/1998 6:59:00 PM
From: Dave	Read Replies (1) \| Respond to of 152472

Mika: [I]t is apparent that Ericsson have a strong case Everyone has a strong case until the judge renders a verdict! <g> I view this as a carrot and stick. Although most of the people disagree with me over the methods to do this, Qualcomm needs convergence to open up the European and Asian market. Although the US, Mexico and parts of Asia and South America are probably going to go with Qualcomm's implementation of CDMA2000, I feel those markets are smaller than combined Europe and Asian (Sorry, Gregg and Maurice) One more point to consider is that even if Qualcomm and the ETSI reach a settlement and convergence is reached, that doesn't mean that the European wireless operators will buy equipment from Qualcomm. However, Qualcomm will get a royalty (hopefully) from all wireless equipment sold. dave