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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 137.34

+0.8%

Feb 6 9:30 AM EST

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To: foundation who wrote (536)	7/9/2000 9:38:20 PM
From: JMD	Read Replies (4) of 197625

Jesus Benjamin, between Mr. Sik and Cisco, your news finds today are getting my tighties in a twist: ". However, Cisco has turned its attention and resources to formulating a common application service layer across all standards so that a common radio standard is irrelevant." On the one hand, this seems to explain Dr. J's very, very oblique comment from July 7 in which he said the flavors were unimportant cause they were all gonna get tossed into the internet soup anyway. OTOH, if the radio standard is irrelevant, did the value of QCOM's IPR portfolio just get reduced to one approximating my own this year? If GSM can hop on the net with equal ease to CDMA doing the same, what's the whole jihad about? Why would anybody pay the Q zippy-do-dah? I must be dead wrong but it would be lovely to understand why. SM

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