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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 181.84+0.9%Jan 8 3:59 PM EST
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To: engineer who wrote (65132)1/29/2000 2:37:00 AM
From: justin55  Read Replies (1) of 152472
 
Engineer or Clark: I am hoping you can address these issues re NTT's WCDMA:

Clark Hare: <<But I will bet you a lot of money that NTT does
not have a W-CDMA rollout in 2001. If they are lucky they will have a city trial (like IS-95 in Los Angeles many years
ago), where they beta test all the loading problems in a real life environment. I expect that to take well over a year..."

Clark, did you see the article on 01/27/00 about NTT's current field trials of its WCDMA with SK Telecom in Korea?
Does this change your opinion about the near-term commercial feasibility of WCDMA, and any threat it might pose to
CDMA-One?

Also, what is your independent opinion about whether Q has claims on NTT's WCDMA?

Please note that the last time Q's mgmt addressed this issue was in April 1999, before NTT's WCDMA came to the fore,
and was in the context of Ericsson's WCDMA instead.I consulted an attorney friend about this, and his view is that Q's prior
assertions re Ericsson's WCDMA may not be basis for assuming that Q's mgmt has made similar assertions re
NTT's WCDMA plans (a subsequent development-?). Are you aware of some other forum where Q's mgmt has DIRECTLY addressed the issue of NTT's
WCDMA patents?)

I am long (very long) Q and would greatly appreciate your opinion on the above. Many thanks in advance.

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