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Re: teecee post# 57262

Thursday, 02/05/2004 6:52:48 PM

Thursday, February 05, 2004 6:52:48 PM

Post# of 433123
I agree with you. otherwise I would not be long this stock. I attempted to point those that see conspiricy in the NEC/Siemens JV to the Sienens contract for wording similar to that in the Qs contract. I don't think you will find any such language in the Siemens contract. in fact I believe the company said Siemens has no usage on anything applied for AFTER 1999. IDCC has turned out about a patent a day since 1999. All will pay including QCOM.

mschere presented a great peice of information earlier today pointing to Qs involvement as the possible indemnifier. (I think Q is it) According to their own 10K, ...other product manufacturers ... indicates to me that they are indemnifing at least one of their licencees against suit with an IP provider in the 3G standard. That explains to me why it was easy for Q to licence so many vendors so early and why IDCC is having such a tough time. This will all come to pass. Q may have to pay IDCC part of their 5%. Maybe that is part of what NOK, and the cabal that want to keep IP royaly to 5%, are pushing.

From Qualcomm 2003 10K

A number of other companies have claimed to own patents essential to various proposed 3G CDMA standards. If we or other product manufacturers are required to obtain additional licenses and/or pay royalties to one or more patent holders, this could have a material adverse effect on the commercial implementation of our CDMA products and technologies and our profitability.


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