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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (864)3/29/1999 2:29:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
John Stichnoth of the Qualcomm thread provided some good background on cdma, tdma, and happenings at qcom at the following url:

Message 8576475

Frank



To: Uncle Frank who wrote (864)3/29/1999 8:26:00 AM
From: DaveMG  Read Replies (2) | Respond to of 54805
 
Frank..

Thanks for dropping by the Q thread. This Gorilla/King question has been on my mind and was unaware of the existence of your thread. We have a bit of a reputation for fanaticism but that's what happens when you spend time in the desert (just take a look at the stock chart over the past couple of years). Upon more careful scrutiny I think you'll find that we love a good debate and your somewhat different perspective would be welcome over there because in one way or another this is a question we're all grappling with.

Here's an important affirmation of Q's patent position which fits nicely with the ERICY/QCOM settlement.

Tuesday March 23, 7:31 am Eastern Time
Company Press Release
SOURCE: QUALCOMM Incorporated
United States Patent Office Reaffirms the Validity of Important QUALCOMM CDMA Patent
SAN DIEGO, March 23 /PRNewswire/ -- QUALCOMM Incorporated (Nasdaq: QCOM - news) today announced that the validity of one of its key Code Division Multiple Access (CDMA) patents has been reaffirmed. QUALCOMM has received notice that the United States Patent and Trademark Office will issue a Reexamination Certificate confirming the patentability of all 49 claims of U.S. Patent 5,103,459 with minor amendments and allowing 19 additional claims. The patent, which was issued in April 1992, had been the subject of two requests for reexamination filed by anonymous requestors in 1996 and 1997. The requests for reexamination alleged that prior publications not originally considered by the Patent Office rendered the patent invalid. In total, more than 80 additional references were submitted to the Patent Office during the reexamination proceedings by the requestors and QUALCOMM. The Patent Office, after carefully reviewing all the additional prior art, concluded that the patent was valid and that QUALCOMM was also entitled to 19 new claims.

The '459 Patent, entitled ''System and Method for Generating Signal Waveforms in a CDMA Cellular Telephone System,'' describes inventions for generating the basic CDMA waveforms used in CDMA wireless systems such as IS-95 and others. The same basic waveforms are also utilized in CDMA systems proposed for third-generation standards. The inventions of the '459 Patent enable multiple callers in a CDMA wireless telecommunications network to efficiently use the same frequency band without mutual interference, allowing for greater system capacity and better link performance.

QUALCOMM's pioneering efforts in the development of CDMA cellular technology have yielded more than 200 issued U.S. patents relating to CDMA and hundreds of issued and pending CDMA patent applications around the world. While no single patent is critical to QUALCOMM's coverage of second or third generation CDMA wireless standards because QUALCOMM holds dozens of patents that are essential to the leading standards, the '459 Patent covers fundamental techniques for achieving high capacity in such CDMA systems. More than 60 major manufacturers of telecommunications equipment have taken royalty-bearing licenses under QUALCOMM's patent portfolio.

QUALCOMM Incorporated (Nasdaq: QCOM - news) is a leader in developing and delivering innovative digital wireless communications products and services based on the Company's CDMA digital technology. The Company's major business areas include CDMA phones; integrated CDMA chipsets and system software; wireless infrastructure; technology licensing; and satellite-based systems including OmniTRACS® and portions of the Globalstar(TM) system. QUALCOMM is headquartered in San Diego, Calif. QUALCOMM's fiscal 1998 revenues exceeded U.S. $3 billion. For more information, please visit the Company's web site at qualcomm.com.

For a somewhat less flattering POV from TERO of the NOKIA thread who has played the part of devils advocate for a long time:

debry.com

When I have time I'll provide you all with more links than you'll care to see...:-)

DMG