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

QCOM 137.30

+0.7%

3:59 PM EST

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To: tradeyourstocks who wrote (552)	7/10/2000 10:19:08 AM
From: carranza2	of 197623

Incisive analysis. The reasons for the nervousness may be related to several things. Firstly, the cost of spectrum must have shaken NOK and ERICY. They will not be able to maintain their "bleed the bastards" biz plan, i.e., the costly transition from GSM. This must have made them doubly nervous in view of the time to market advantage the Q enjoys for 3G. Secondly, it is possible that WCDMA trials are not going that well. Thirdly, there is a recalcitrant player, Q, without whose IPR WCDMA cannot go forward without significant litigation risks. Fourthly, it is possible that ETSI is not legally permitted to keep CDMA2000 out of Fortress Europe, and that WTO rules will open it to Q's proprietary technology. All these factors, if true, would make me very nervous if I were in Nokia's and ERICY's shoes. This line of thinking may explain Q's recent PR which warned the unlicensed to sign up now or be ready to pay more later.

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