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Bill Mann, I think you are right about QCOM's (Qualcom) limitations; not only for the quantative factors which you described, but for the crucial reason that they only have dominance in the present second generation market because IDC (Interdigital Communications) cross-licensed their 2g cdma patents to QCOM several years ago. However, this licensing only extended to the second generation. For the third generation, QCOM will have to make new arrangements with IDC because I understand that IDC has blocking patents. This is true also for those handset manufacturers using tdma technology, which is still 85% of the market. IDC will also be making ACICs for cdma and tdma products. IDC is partnering with Nokia in both of these technologies. I refer you to the following link which will provide you with all of the sources for these assertions. Thank you:
http://www.telecomtechstocks.com/focusstock/focusmap.htm
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