Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: John Cuthbertson who wrote (8606)	2/17/1998 5:39:00 PM
From: Ramsey Su	Read Replies (2) of 152472

John, There may be a little too much focus on this 3g W-CDMA stuff, almost replacing the original holy war that ERICY waged against QCOM/CDMA. I have to remind myself that no one, as far as I know, has made a dime off W-CDMA yet. We can argue all day long whether QCOM's IPR can be circumvented or not. I am willing to bet that QCOM will get something for the rights. In addition, it is not as if QCOM is precluded from participating in whatever this W-CDMA is themselves. In comparison to the current status, with no penetration whatsoever in Europe, it seem to put QCOM in a no lose situation, just a matter of how much they will gain. Then again, us QCOM investors may just be too biased. Ramsey

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