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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 168.65-3.1%1:07 PM EST

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To: Bill Dalglish who wrote (46903)11/1/1999 6:47:00 PM
From: marginmike  Read Replies (2) of 152472
 
Bill what you offer is sure and simple propaganda. When you reduce Qcoms patent portfolio in a rhetorical way as PR, and marketing, you iligitimize any arguments you might have.
Though I am not the most well written on this thread, I have seen this argument thrown arround for 2 years. I will respond to your so called arguments.
1) ERICY ALREADY HAS AGREED TO PAY EQUAL ROYALTIES FOR WCDMA
AND CDMA2000. What on earth dont you understand about that?
2)QCOM management has gone on record on numerous occasions stating that QCOM'S patents are esential.
3)ATI/VODA/GTE will go CDMA2000 nomatter what because it is a much cheaper upgrade then WCDMA. The CEO of ATI has also gone on record saying this.
4)Any Is95 system will go CDMA2000. Why? Because its the cheapest path. That includes the current Japenese, Korean, Latin American and US carriers. That market alone is substantial enough to drive Q earnings for years to come(if anything you say is correct, and WCDMA is non royalty paying)
5)CDMA2000 will be available way ahead of WCDMA. Why? Because WCDMA hasnt really been created yet. They still have to try to engineer around Q. This will take years. Heck MOT and NOK still cant seem to get ASIC's to work, how on earth will they re-engineer softhandoff?
6)Qcom has been as straight as any corporation I have ever dealt with. Their PR, and marketing departement are tame compared to ERICY, AND MOT. Trying to make them out to be the wizards of media is a joke.

In closing you may sway newbies with your nonsense, but the veterans here have seen many brighter and sharper posts try to discredit Qcom's patent portfolio.
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