METRICOM - Wireless Data Communications Message Board

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Technology Stocks : METRICOM - Wireless Data Communications

MCOM 0.00550

-38.9%

Nov 21 11:51 AM EST

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To: SecularBull who wrote (2020)	1/24/2000 3:59:00 AM
From: Gus	Read Replies (1) of 3376

QCOM's most immediate problem is their largest market, South Korea. The Koreans represent 50-60% of QCOM's installed base and are looking for an appropriate discount. Then there is the lawsuit in April against Motorola, which has a 1990 most favored nation licensing agreement. That one involves 10 utility patents. QCOM is not the only one with CDMA patents in the industry so it is not a monopoly in that sense. It's longer term problem may be the fact that the industry leaders (supercarriers and top-tier manufacturers) will be able to align the global industry supply chain such that very few companies will be willing to work on QCOM's terms on an exclusive basis. Don't get me wrong. QCOM is a fine company, but superior economic dynamics favor the other side. MCOM is independent.

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