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

To: marginmike who wrote (20063)	12/18/1998 11:44:00 PM
From: Perry LaForge	Read Replies (4) \| Respond to of 152472

Mike: For the question on GSM. Remember that the total royalties for GSM are very high. I might provide you guys with an independent analysis on the issue if I get clearance from the European author. The firms controlling the IPR can basically keep whomever they want out of the market. Do you think Qualcomm will get a fair IPR level at this point? No chance. This is really another part of the 3G debate. Make no mistake about it, the EU wanted cdmaOne kept out of Europe. I have letters from the EU DG13 head calling a meeting of GSM manufacturers (excluding American manufacturers) to get together to figure out how to keep IS95 cdma out of Europe. I gave the letters to everyone in Washington, Commerce, FCC, Executive Office, etc ( this was 18 months ago). It was obvious what they were doing. And they were doing it as they negotiated the free trade agreement. Everyone was up in arms but decided to see how it played out. They are still watching....this is not over yet! Also, the EU has been very careful to make operators know that they want support for the 3G spec. So much so that the operators are afraid to show any support for a cdmaOne overlay for fear of not getting a chance to get new spectrum --no matter how promising. This will all change however after the allocations occur. Some operators will need to compete with the existing spectrum. I believe the European operators are now getting worried about this issue. cdmaOne provides an opportunity, but do not look for any momentum on the issue while the possibility of new spectrum is out there. Hope this helps.....