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

To: Clarksterh who wrote (25135)	3/26/1999 11:19:00 AM
From: idler	Read Replies (1) \| Respond to of 152472

clearly you are right that Ericsson will have an incentive to push technology in which they have a larger part of the patent portfolio, but to a large extent their sales will be dictated by what the market wants -- idler

To: Clarksterh who wrote (25135)	3/26/1999 1:18:00 PM
From: Robert	Read Replies (2) \| Respond to of 152472

Clark Something to consider with respect to royalties (WCDMA vs CDMA2000). You seem to be concerned that Ericy will continue to push for WCDMA in Europe limiting the potential royalty revenue for QCOM. My understanding of the agreement is that there will be a single standard with multiple modes. Therefore, I would expect that a manufacture would buy single license to produce 3G equipment regardless of the mode/chiprate/synchronization method. The Q having the larger CDMA portfolio would therefore get the lions share of the royalties for all 3G equipment produced. Your opinions/comments are appreciated. Robert.