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Technology Stocks : Nokia (NOK)
NOK 6.070-1.5%Dec 5 3:59 PM EST
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To: Puck who wrote (5175)6/1/2000 10:58:00 AM
From: Clarksterh   of 34857
 
Puck - Qualcomm management must be guilty of continuously vomitting forth statements in violation of reality about the real economic value of their intellectual property.

Ok, a challenge: Find the two or three non-Q patents which you think are essential to any 3G CDMA system (not just to W-CDMA, into which I am sure that the standard setters have intentionally designed their own IP). I'll do the same as soon as you put up and then we can disassemble them. I'll bet you that Qualcomm's patents survive and are applicable, the others don't.

Consider the state of the market for IS-95 related products given Irwin Jacob's predictions of how the market would develop back in the early and mid-nineties.

What prediction was that? Certainly Qualcomm has changed their direction on several occassions, but I've never heard them make a long term growth prediction that didn't come true, and they have never been as bizzarrely wrong as Ericsson was long ago. In addition they are nowhere near as subtle as Ericsson, who, for example, at their conference immediately following the sale of the infrastructure division said 'Ericsson is the expert in Wideband CDMA and Direct Sequence CDMA'. A neophyte would believe that this was a reference to generic broadband CDMA and generic non-hopped spread spectrum. But the reality is that this was a reference to the DS standard, and Ericsson was almost certainly intentionally wordsmithing this to be misleading. Qualcomm (and Nokia) are novices in comparison.

Clark
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