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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%3:59 PM EST

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To: Jon Koplik who wrote (13416)8/6/1998 11:33:00 AM
From: mmeggs  Read Replies (1) of 152472
 
Do we really think there will be one, and only one, winner in all this?

Q's IPR is not going to vanish, ERICY is not going to just cave and say "Okay, ya' got us, here's that big pile of cash we owe you, sorry about the mixup."

This market is too huge for one, two, even three major presences in wireless architecture. Only an idiot can think that there is no IPR infringement with W-CDMA. (Don't you think they could have at least tried to excise the "CDMA" from the name???) But I think it is unrealistic to think that ERICY is going benignly abdicate from its perceived position as wireless kingmaker.

The solution? A negotiated settlement, the terms of which I have no idea, but which would allow each company to claim victory. Q gets to talk about the integrity of its vision of CDMA and recogntion of its role as the Creator, E trumps up the fact that their standard has been vindicated, blah blah blah...

Q however, being a much smaller company, will see a much more significant impact relative to E.

IMHO.

mmeggs
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