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

To: DaveMG who wrote (25470)	3/29/1999 8:09:00 AM
From: Morgan Drake	Read Replies (3) \| Respond to of 152472

Informed Opinions Appreciated I pulled the following off QCOM Yahoo board: >> You may not see this coming, but demand for Qualcomm chipsets is going to tumble; that is why they're going to lose market share. The facts are that the biggest CDMA handset manufacturers are actively pursuing alternate sources of CDMA technology because Qualcomm is screwing them on price. The facts are that the Korean government has mandated that handset manufacturers in their country find alternate CDMA technology. The facts are that I personally know engineers who have found major bugs in the Qualcomm software. The reasoning in that article is right on. Qualcomm doesn't have enough quality in their handsets to be a serious threat to Motorola and Nokia (and Ericsson, once they come out with a handset). And given that both of those companies won't buy Qualcomm's ASICs, where are these big volumes going to be? I saw that someone posted a question about when IPR runs out. That's something I've been wondering as well. I believe patents are good for 18 years. I would assume that Qualcomm has been receiving a steady stream of patents over the years. The question is, when do the "key" general CDMA patents expire? I would assume that most of these "general" CDMA patents were awarded in the early 1980's, which would mean they have only a few years left.<<