Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mika Kukkanen who wrote (27142)	4/15/1999 12:59:00 PM
From: Gregg Powers	Read Replies (1) \| Respond to of 152472

Mika: Actually my absence was a function of the deal's complexity. I needed to fully understand what had occurred, and to define the fundamental economic dynamics, before running my mouth on this Forum. I have been too fastidious, for too long, to start shooting from the hip now (and I would encourage you to examine what I predicted would happen in comparison to the final outcome....I doubt Bill Frezza would encourage the same). You are missing a key point of the compromise. Backward compatibility is a function of the standard's envelope rather than the mode of operation. The single standard supports three modes: Direct Sequence, Multi-Carrier and TDD. Each mode allows for differing frequency allocation and the utilization of existing spectrum BUT ALL MODES WILL BE SUPPORTED BY BOTH ANSI-41 AND GSM-MAP NETWORKS (that's a very key point). While the subscriber equipment configuration, i.e. single or multiple mode, will be determined by the carrier...I cannot imagine a service provider wanting to artificially, or unnecessarily, limit the roaming capabilities of its customers (so they use their phone less). Picture the marketing pitch: Come to StupidTel so we can sell you a phone that only works in your home market and does not allow you to roam worldwide. Pay us the say price for it...just because...and enjoy the limitations! As for the royalty rate, both Irwin and Sven made it very clear in New York that the Ericsson 'discount' to the standard IS-95 rate was directly proportional to the patents involved. It was noted that Ericsson claimed roughly five applicable patents, while Qualcomm holds over six hundred, it was acknowledged that the discount would be proportion to these metrics. Mika...I am certain you can do the math! Best regards, Gregg

To: Mika Kukkanen who wrote (27142)	4/15/1999 2:10:00 PM
From: engineer	Read Replies (2) \| Respond to of 152472

Mika, I think you are confusing the handset business with the infrastrcuture business. The infra has to support all modes..the handset can support one, two, 3, or 100 if it wants. Look at today, the handsets can support PCS, CDMA800, GSM, analog, etc if they want. I think that by having the infra support all 3 modes, then the best handsets will win out in the end. If there has been no WCDMA mode handsets to date and IS-95 is on the 5,6,7th generation, then which one will the consumers choose if it comes to size, battery life, features, etc? Perhaps you can stick to apples and oranges...