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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 154.12-3.3%Jan 20 3:59 PM EST

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To: brian h who wrote (8254)2/9/1998 2:15:00 PM
From: Elroy Jetson  Read Replies (2) of 152472
 
Acceptance is indeed the key. Not just by Motorola.

Sony asked for steep royalties for their superior Beta video system. The standard is now a footnote in history. Sony's royalties from Beta are zero, and every home uses lower quality VHS.

Qualcomm has an opportunity to repeat this fiasco. They can make CDMA royalties cheap enough to kill off super-GSM before it's born and collect royalties from the entire world. Or they can collect expensive royalties from virtually nobody.

The future for end-users and Qualcoom alike hinges on how much Qualcomm is willing to give up to get Ericsson and the rest of the world onto CDMA. If Qualcomm is greedy and short-sighted, we'll end up with incompatible networks and Qualcomm will remain the company that could have been.
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