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

QCOM 176.18

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10:15 AM EST

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To: Dennis Roth who wrote (7567)	3/15/2000 1:10:00 AM
From: DWB	Read Replies (1) of 13582

If anyone wants to know where the rubber is meeting the road in this 1XRTT+ FUD from MOT, and possibly even the WCDMA garbage, re-read this part of the article, and commit it to memory... Motorola and Nortel, among other vendors, are reluctant to offer HDR because that technology currently is proprietary... Everyone is jockeying for position in what could be one of the biggest land grabs of the century. Nobody wants to give what they consider hard earned $$$ to QCOM if they can help it. That's why you hear all the whining about the royalty rates, that's why we had to get to the court room steps with Ericsson before they capitulated, and that's why we see all these WCDMA "contracts" when it's all a bunch of horse patookey. Everyone else wants to pay QCOM as little as possible, even the companies like LU and Hitachi that are working on HDR. I'd be willing to bet that they both got deals that are better than those to follow because they signed up early (like MOT did with IS-95 systems). When in doubt, follow the $$$. DWB Q2.5K/Y2K+5

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