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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 174.80

+0.3%

Dec 5 9:30 AM EST

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To: Ruffian who wrote (4751)	1/2/2000 5:50:00 PM
From: idler	Read Replies (1) of 13582

SmartMoney piece: <Already Korean electronics giant Samsung claims it has produced CDMA chipsets for shipment in mid-2000 that will support IMT 2000 and compete with Qualcomm. An excellent write-up in Electronic Buyers News tells of other challengers.> I believe we discussed the Electronic Buyers News article aways back and how the article misleadingly implies that Samsung won't have to pay royalties to QCOM for Samsung's chips. Tiernan seems to have fallen for that misimplication without reading the article too carefully. Nobody can argue with his basic point -- 10 years is an eternity in the tech world. QCOM can't just sit on its laurels, of course not. It has to execute. But Tiernan also seems to fall into the trap of believing "all patents are created equal." From what I've learned from the others on this thread, many patents are relatively insignificant. So the fact that some other company came out with a CDMA patent may be meaningless; another point Tiernan doesn't make.

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