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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.20-3.3%3:59 PM EST

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To: tero kuittinen who wrote (8594)2/17/1998 12:26:00 PM
From: Gregg Powers  Read Replies (1) of 152472
 
Tero:

Your particularly brand of self-delusion sounds like you've been reading too many Ericsson press kits. Remember, you're accepting as gospel perspectives from a company that pontificated at length that CDMA was too complex, too late to market, incapable of delivering on its promises and destined to collapse under load. Now, these same geniuses are claiming to have invented "next generation" CDMA. Sorry for the sarcasm, but hearing the arrogance as you consign QC to Ericsson's table scraps is a little too much.

CDMA and IS-95 may be synomyous with Qualcomm but not limited to Qualcomm. Over fifty companies, including small, inconsequential enterprises like Lucent, Motorola, Nortel, NEC, Hitachi, Hughes et cetera are driving the adoption of IS-95 around the world. Your position not only does not reflect reality, it trivializes the breadth and depth of IS-95's acceptance throughout the telecom industry.

With respect to China, are you suggesting that the Great Wall venture with the Ministry of Posts and Telephony has been dismantled? If not, then CDMA is far from a "dead" issue in China. I would point out that GSM did launch before CDMA the U.S., but the national footprints belong to Sprint (CDMA) and PrimeCo (CDMA).

Ericsson's political achievements relative to W-CDMA notwithstanding, I nevertheless fail to see any equipment available for installation today, or in the near future. Nordic supremacy therefore equals an aggressive PR campaign based on Vaporware. Congratulations, you should be very proud.

Finally, with regard to patents, rather than spewing fantasy, why don't you specifically examine the proposed W-CDMA standard and see just how much QC IPR is fundamental to Ericsson's position. I strongly suspect you will be less condescending and dismissive after such an analysis. But, of course, its probably easier to write hyperbole than understand the patent issues.....

Gregg
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