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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.01-0.3%Nov 14 9:30 AM EST
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To: Gregg Powers who wrote (11191)6/8/1998 11:08:00 PM
From: DaveMG  Read Replies (3) of 152472
 
Gregg,

I've gone back and reread your posts from last week in light of todays press statements:

"You also appear to be presuming that W-CDMA is somehow superior to IS-95C. It isn't.
That's kind of the whole point. So assuming Ericsson gets its way, the European
community will get to wait two to three years for a proprietary CDMA standard that is
no better than they could have now...but ERICY would have probably killed
Qualcomm's efforts to overlay IS-95 style CDMA in Europe. All of which points up a
major weakness in the Ericsson strategy... If QC holds firm and refuses to license its IPR
on unfavorable terms, the IS-95 community can continue to sell its product worldwide
while ERICY's proposed standard could wind up tied up in litigation for the foreseeable
future. Ericsson would have blessed CDMA, and admitted its superiority to
TDMA-based GSM, only to find itself incapable of selling products based on its
proposed standard or spending years trying to circumvent QC's IPR."

Don't you think ERICY is aware of this weakness in it's strategy?Do you really think they are just trying to get Q IPR at favorable terms?.It seems their behavior is more aggressive than that.They seem absolutely determined not to allow backw compatibility to IS95. I'm convinced that there is a more complicated subtext than royalties,that this is much more than face saving.

Would an IS95 overlay be highly desireable in Europe today?Is GSM so close to the end of it's rope?

BTW thanks for answering my chip rate question the other day.How do you find the time to be such a presence on the thread?

Dave
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