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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: alanrs who wrote (39018)	2/6/2001 10:56:36 PM
From: Rick	Read Replies (1) of 54805

<<Citing Matt Hoffman of Wit Soundview, QCOM will receive as much as 3% points less royalties from WCDMA than from CDMA 2000, regardless of what Dr. J claim, because Ericsson and others will collect their share. >> Does this make sense?? Why would what another company gets, for a different patent, have any effect on Q? - Fred - Mr Secretary - Manzo

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