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

To: Maurice Winn who wrote (17115)	10/24/1998 5:53:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 152472

I think Qualcomm taking its IPR battle with ERICY public is a brilliant strategy. QCOM could not do this till ERICY started making absurd claims publicly. If Ericsson does not come around soon QCOM should go for their WCDMA partners and lure them away with deals they cannot refuse.

To: Maurice Winn who wrote (17115)	10/24/1998 6:48:00 PM
From: nihil	Read Replies (1) \| Respond to of 152472

RE: Sic! (sic) author's sic [sic] commentator's sic

To: Maurice Winn who wrote (17115)	10/25/1998 4:26:00 AM
From: Raymond	Read Replies (4) \| Respond to of 152472

Maurice! No way Ericsson will buy QCOM.This is probably the last company they would buy.QCOM and the people working there hates Ericsson.It looks like people working for QCOM gets time off from work to write anti Ericsson pamflets on this and other forums. I don't think QCOM and Ericsson will mix very well because of that. It's interesting how this IPR discussion has developed.Now Ericsson has no right to their IPR:s on soft handoff because the solution is obvious.I can say the same thing about for QCOM:s method of doing power regulation for example.You don't need to be a Nobel prize winner to come up with that method for the closed loop power regualtion..They just happened to be the first company to license it in a CDMA system.Power regulation as such is used in many other cellular systems for example GSM Gregg said that a company wanting to start up a complete design of a GSM system would need to pay 20%.That might be correct I don't know .But you can't compare licensing fees for an airinterface with a whole system.IS-95 is an airinterface where GSM is a complete cellular system.What is the cost to start from scratch to build a IS-95 system.I suppose that you have to pay licenses for patents covering the IS-41 and other parts of the system .In reality all the big vendors have IPR:s that they can trade between them so the cost is not so high.For the WCDMA system I heard that there are something like 2500 patents involved.That means that every patentholder can't expect a lot of money Let's go back to the soft handoff function.I don't see it as obvious that you do soft handoffs in a CDMA system.In the analog and TDMA world the mobile get's an order from the system to go to new channel and synchronize and then start transmission. That could have been the method to do it in a CDMA system system also.The mobile gets a new code from the system that it should synchronize to, same frequency or not it doesn't matter. Let's say that Ericsson came up with the idea that let's keep the old channel while connecting to the new one and with this you could get a macrodiversity effect I see that as a new concept and it has nothing to with CDMA specifics.The question is was Ericsson or QCOM or someone else first with this idea? It looks like that Ericsson was first to file for it anyhow/R

To: Maurice Winn who wrote (17115)	10/25/1998 9:08:00 AM
From: nihil	Respond to of 152472

RE: Ericsson takeover of Q Not very likely. This would be forbidden by the AT laws, because a firm with significant market share cannot acquire a competitor where the effect is to lessen competition or tend to create a monopoly even in its incipiency (whatever that means). These days fearful victims add a small activity in the overtaker's major business to the poison pill to make a takeover hopeless. Of course, you can voluntarily agree to divest the offending mote, but .. I hope anyone who thinks Q will give in before it has plucked the vile jelly from Ericsson's eyes is wrong.