Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 176.03

+0.4%

3:59 PM EST

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To: METMAN who wrote (3837)	8/30/1997 10:51:00 AM
From: JMD	of 152472

I pulled this off the AOL Motley QCOM board--it was posted by Renby Cage who is an active and valuable contributor to that thread. This is a post of a URL and I don't know how to hyperlink it (sorry, maybe somebody could let me know for future) but it is important reading: taginternational.com. The TAG folks are some mucho mysterious/suspicious animals who recently published an article that literally called the Koreans "slaves" to the massive royalties being exacted by the mighty Q. Suffice to say that the TAG folks don't like us, and they seem pretty affectionate to the evil empire in Illinois. That said, this is a purported interview with Lucent re: LU's vision of the future of CDMA. It makes for mighty nice reading with this exception: Lucent flatly states that CDMA is "bigger than any one man or any one Company" and then either TAG or Lucent says that there must be a limit on royalties at some point in time. TAG did not cite a Lucent source for attribution and the purported "quote" is, as stated, ambiguous. TAG is clearly prejudiced about QCOM's royalty position but it seems to me to make common (vis a vis legal) sense that QCOM will one day have to reach a global compromise. It's incredible really: on the one hand, Lucent leaves no doubt that CDMA is both their present and future, that GSM is a legacy technology, that 3rd generation W-CDMA will have intellectual compatability with IS95, and then re:payment, so sorry! Or did TAG say that to make us think that Lucent supports TAG's anti-QCOM view? Is this investing or a Gothic novel? Regards, Mike Doyle

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