Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

3:59 PM EST

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To: A.L. Reagan who wrote (73010)	6/3/2000 4:32:00 PM
From: lurqer	of 152472

re. implications of Q's non-discriminatory licenses Both because I tend to be a bit busy during the week and because I feared that our dialog may have been becoming somewhat tedious to other thread members while the Naz was jumping, I postponed responding until this weekend. As I'm still having some difficulty reconciling your ideas, I hope you don't mind this additional post. As a long term QCOM holder and a believer that an investment is largely a bet on management, I have followed the decisions of Q's management closely for some time. I would consider myself to be more than a skeptic - perhaps a cynic. Thus I'm not "into" deifying Q's management. In particular, they seem to be almost totally lacking in WS savvy - e.g. compare them to Cisco. OTOH, I come to respect both their "native intelligence" and their understated "style". I understand your thesis that in the DS CDMA IPR world if Q's IPR is sufficiently marginalized, they could end up paying an IPR debit per ASIC. Moreover they cannot preclude this option because they have signed a non-discriminatory agreement. So (to repeat and if I understand you) it is your contention that they may suffer a "disadvantage" in the DS CDMA ASIC market in part because they signed a non-discriminatory agreement. I guess my question is why would "bright people" put themselves into a box? Or is there a "trap door" in this box that isn't yet apparent? Any comments you care to make would be appreciated. Hanging around... lurqer

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