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

QCOM 173.20

-3.3%

3:59 PM EST

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To: Ramsey Su who started this subject	3/9/2001 2:08:49 PM
From: foundation	Read Replies (1) of 196535

14:06 ET QUALCOMM (QCOM) 54 1/8 -3 1/8: Bear Stearns is currently holding a conference call to discuss an independent firm's (M-CAM) analysis of QCOM's patent portfolio; upshot is that royalty revenue stream is safe for now, but that the fast pace of technological innovation and a somewhat weaker patent claim on wCDMA vs CDMA may put the revenue stream at risk in the future. Stock hasn't reacted much to the call, and there don't appear to be any dramatic revelations here. briefing.com

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