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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.15+0.7%1:01 PM EST
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To: Sawtooth who wrote (14508)9/4/1998 8:08:00 AM
From: gdichaz  Read Replies (1) of 152472
 
Tim A. Re your Hmmm comment on Clarification of Ericsson CEO's statement. Puzzling. Seems like two msgs there. CEO is portrayed as an "optimist" who thinks that amicable talks can permit Ericsson to reach to find a solution for standards and IPRs. But that no reason to believe ETSI's present WCDMA standard would infringe on any valid IPR's claimed by Qualcomm. Old carrot and stick approach? There is of course the question of the exact wording used here - assume the words were chosen carefully by lawyers - most "clarifications" are - viz. White House variety. Also the question is why was this "clarification" issued at all - its purpose. Do we assume this is just to turn up the heat another notch on Qualcomm? Do these careful words mean anything at all re the solidity of the Q's IPR's as defense? Gregg has made clear that he is convinced re Q's IPR's. Is the trick that a "standard" can not infringe on a "valid" IPR? Or what? I for one accept Gregg's assurances. So what is going on here? Chaz PS Is this continued drumbeat re Japan's DoCoMo testing and Ericsson's CEO gratuitous "clarification" a partial reason for the Q's weakness lately in addition to the general market decline? Views anyone? Chaz
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