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

QCOM 174.54

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Nov 13 3:59 PM EST

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To: quidditch who wrote (7454)	3/12/2000 10:14:00 AM
From: kech	Read Replies (2) of 13582

Steve- Just a footnote to your review of the battle lines --it seems interesting that the lines have been drawn with Q and LU on one side and Mot and Nokia on the other. Couldn't this be because the current vertically integrated handset makers (backward integrated into ASICS) have the most to lose from the Q's current business model. (Q gets royalties and sells ASICS but not phone handsets. The rub is, as Gregg P. often said, a handset is just an ASIC wrapped in plastic.) Yes, Q sold handsets, presumably as a way to smoke the peace pipe with these two, but they clearly see it as an unstable peace. As they seem to know, if Q gets its way with 1xrtt and then HDR, it will secure their lead in ASICS and possibley force these guys out of the ASICS business. Lucent of course, has no such concerns, and sides with the Q. Why Nortel isn't also in the LU and Q camp is not clear to me. I guess they feel like Q is working more with Freetel for infrastructure rather than Nortel but I don't know why Nortel wouldn't have expressed an interest. Anyone see any reason why Nortel wouldn't support HDR? Maybe because Lucent is? This gets complicated.

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