Skip to main content
Update
Non-financial boards have been closed.

Non-financial boards have been closed but will continue to be accessible in read-only form. If you're disappointed, we understand. Thank you for being an active participant in this community. We have more community features in development that we look forward to sharing soon.

Fool.com | The Motley Fool Community
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 1
W-CDMA only exists on paper and in some labs, but hasn't even made it to any form of 'realistic' testing. CDMA2000 1x on the other hand is ready to go.

But, you wanted to hear from a QCOM bear. Late last year and early this year I felt that the price of QCOM was getting ahead of itself. Other than that, I can't really bring up any reasonable arguments against Qualcomm in the long term.

The expiration of patents in 7 years is something to worry about. Sure, Qualcomm has tons of patents which won't expire for some time after that, but it might cost some money to try to enforce their IPR. Many competitiors who originally disputed Qualcomm's claims will start to claim that Qualcomm's IPR expired with those very same patents around 2007 which they will claim contains all essential IPR for CDMA and any flavors thereof.

From Qualcomm's point of view there is no difference between CDMA2000 and W-CDMA except for the fact that CDMA2000 is about 1.5 years ahead of W-CDMA. Dr. Jacobs is right to worry that W-CDMA could delay 3G.

-Q
Print the post  

Announcements

When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.