Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.80

+0.3%

Dec 5 9:30 AM EST

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To: Maurice Winn who wrote (10125)	4/21/1998 10:31:00 PM
From: JGoren	Read Replies (1) of 152472

Maurice; I think you hit it on the head. Was chatting with Renbycage while reading the report. My immediate reaction was Ericy is the "unannounced" licensee. If it were not material, they wouldn't have said anything. Furthermore, Ericy not only got G* contract it got one larger than Qcom's. Ericy has therefore gotten on board the CDMA train, already. And, Ericy has been rather quiet recently I doubt seriously that settling the litigation alone is the reason not to announce, if it is Ericy. My guess would be that the whole deal hasn't been worked out and that it goes beyond just a simple license agreement but partnership arrangements and the like that take a lot of time to negotiate, so the deal is not final and there may not even be a number for the licensing fee agreed to. Let's keep our fingers crossed. If it is Ericy, then the price could jump 10 points even though one can quibble with whether the numbers have been massaged.

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