Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Lizzie Tudor who wrote (49744)	8/22/2000 4:05:55 PM
From: J.B.C.	Read Replies (1) of 63513

>>don't you agree though that last year that ericksson deal in the spring was interpreted as total world dominance for cdma - manifesting itself into a $200 stock price for qcom - and that is no longer the case?<< Probably was interpretated as world dominance, but the issue is 2-fold: -compitulation by ERICY discounted a lot of FUD AND lawsuits by ERICY against CDMA, including the fact that they stated in the early 90's that cdma wouldn't work. Then to turn around and file fraudulent lawsuits against qcom, in my belief, to squash qcom. -ericy understood the technology (CDMA) and understood that they indeed needed cdma for 3g, not 2g. 2g will always exists as a lot of standards, from analog thru digital, most have pluses. On the other hand, dominance for cdma in 3g is indeed very likely. I believe qcom's price is multifactored from last spring: 1) it was extremely undervalued given it's growth rate at that time, fundamentally it was an easy stock to find. 2) it's price is analogous to knowing about MSFT licensing arrangement prior to the 1st PC being sold, what a great deal! Jim

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