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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 153.07

+1.0%

11:50 AM EST

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To: Maurice Winn who wrote (176)	7/3/2000 10:36:21 PM
From: DaveMG	Read Replies (1) of 197455

The USA will strongly support Q! in this with all the power of the judiciary, executive, Congress, Senate and military I wonder why it is that things have turned out this way? It doesn't seem to have mattered one bit that both CDMA2000 and WCDMA will support both ANSI-41 and GSM-MAP, unless of course you really still believe that WCDMA is a hoax which won't come to market and that there will be converts a plenty, which I don't. My guess is that with all the resources being devoted to it, and considering the fact that it will be taking advantage of real world experience gleaned from IS95, that WCDMA will work very well indeed. AViterbi was quoted somewhere saying that improvements have been made. And anyway, everybody seems far too obsessed with keeping up with the Jonesez, otherwise known as the network effect I believe. The Koreans will hedge their bets and split their networks because if anybody's shacked up with Q it is they. If they don't we should look at that as an astounding defeat. How did IJ get himself into such fine pickle. How did he let himself get so badly whupped in the standards wars? What ever happened to all the supposed advantages IS95 possesed as an evolutionary upgrade path. WHy doesn't anybody care? Were we just plain wrong? Did Q really shoot itself in the foot when it chose to play such a big royaly game or was it really the best alternative? Why didn't this happen to CSCO or MSFT? Maybe Q really is somehow related to Apple? What's next? Things will get pretty dicey over the next year as we lurch from press release to press release" March 2001..NTT builds out first operational network in Yokahama".... without finalized royalty arrangements in place. Court anyone? I hope not. It's really very ironic and a sad sad shame that Irwin Jacobs & Co may be forced into playing the role of obstructionists at the very same time that they can and should be claiming victory. DMG

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