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

To: idler who wrote (25123)	3/25/1999 10:25:00 PM
From: Ruffian	Respond to of 152472

Q Attracted alot of money today(buyers)> trading-ideas.com

To: idler who wrote (25123)	3/26/1999 12:33:00 AM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

the royalties from CDMA products will be distributed proportionally to patent portfolios -- i.e., doesn't this mean that QCOM will be getting the lion's share of royalties from any Ericsson CDMA sales? In theory yes, but Qualcomm also originally said they had a strong enough patent position that they wouldn't license W-CDMA unless it was converged as defined in their position paper. Also, it is important how the royalties break down. If Ericsson gets more of the royalties for W-CDMA than for CDMA-2000 then they have an incentive to push for W-CDMA mode at which Qualcomm is relatively disadvantaged. Clark