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Technology Stocks : Spyglass
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To: Detail-MD who wrote (1235)11/12/1999 1:43:00 PM
From: edkaiser   of 1412
 
The difference is that SPYG might be used in many wireless devices, but we don't know how many, could be zero, could be small slice, could be half, could be almost all. Lot's of uncertainty, but very exciting, especially because SPYG will be in other non-wireless devices.

QCOm, on the other hand wil get royalties on every CDMA device, and we Q holders feel that it's almost guaranteed that almost every wireless device mid to long term will be CDMA. Lots less uncertainty, but just as exciting.
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