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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 175.07+2.6%Dec 3 3:59 PM EST

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To: Dexter Lives On who wrote (117912)5/2/2002 12:51:03 PM
From: David E. Taylor  Read Replies (1) of 152472
 
rob:

Now we're playing semantics.

First you did originally say that Siemens wouldn't be taking out a CDMA license with QCOM because they had decided to bypass 3G, right? With the only support being the three links showing Siemens had an investment in Flarion and the other two startups, right?

It was that patently incorrect statement to which I responded - after all, we can't have the "newbies" here being misled by false and unsupportable statements (<g>).

OK, granted you didn't use "facts" in your original post on Siemens. But I did post actual "facts" in my response, right? Siemens is marketing and presumably selling a major UMTS/WCDMA product line, right? So they will need a license from QCOM, just like Nokia did, when they start booking those sales, right? Or are you saying that they are just going to give up on 3G, let Nokia et al reap the spoils, and wait ten years for 4G to get off the ground?

You are absolutely entitled to you oft stated opinion that 3G will never fly, and that these emerging technologies like Flarion's in which companies like Cisco, Siemens, Compaq, TI and others have equity stakes will sweep the world and send the vast investment in WCDMA/UMTS/3GSM 3G licenses and hardware development in Euroland and elsewhere to the scrap heap.

And others, like myself, will absolutely disagree with you, largely because we've seen what it has taken in terms of not only superior technology and constant innovation, but big $$ resources, $$ losses in equity investments and startups, time, patience, perseverance, and an ability to overcome setbacks, roadblocks, politics, patent challenges and what have you, for Qualcomm to reach the point it has today.

David T.
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