Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 178.28

-1.7%

3:59 PM EST

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To: Raymond who wrote (9310)	3/19/1998 4:07:00 PM
From: Gregg Powers	Read Replies (4) of 152472

Raymond: People sometimes tend to be a little glib around here, but the essence of the Ericsson "vaporware" argument is NOT that ERICY cannot technically make W-CDMA work. The argument is that, for mobile applications, ERICY's W-CDMA incorporates QC intellectual property. For what it is worth, ETSI and DoCoMo have both acknowledged QC's IPR position, so to paraphrase an old Wall Street adage: He who sells what isn't hissen pays a royalty Or goes to prison............. :-) I continue to view Ericsson's newfound commitment to CDMA as a very positive development for Qualcomm. As I have noted before, the world used to be diverging into two camps: TDMA-based GSM and CDMA. The vanguard for the GSM camp is now endorsing CDMA, which can ultimately lead to a standard convergence around direct sequence spread spectrum (CDMA). Qualcomm's market opportunity is enlarged, not reduced, by this development. Best regards, Gregg

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