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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.62-3.9%3:59 PM EST
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To: Maurice Winn who wrote (14654)9/7/1998 2:27:00 AM
From: Clarksterh  Read Replies (2) of 152472
 
Maurice et al - Everyone always asks why Ericsson continues its tactics even if they know that they cannot win all the necessary patent suits. The answer just appeared on this board in the form of the comment by His Pinkness. Ericsson hopes by arguing loud and long they will get more people to think like HP. From Ericsson's standpoint it is a reasonable tactic (albeit a little amoral), given their strengths in manipulating the media (notice that exactly the same language shows up in all articles against Qualcomm "But the prospect for convergence is dim because of Qualcomm's insistence that the single standard be based on its patented narrowband CDMA technology." which is strictly speaking true, but completely misleading in that it implies that Qualcomm's patents only apply to narrowband. Almost exactly the same quote appeared in the Forbes and Business Week articles. Coincidence? I think not.)

As for the Korean situation on 3g. So what? They would be foolish to do anything other than manufacture every type of 3g system. But if they want a cheap upgrade path internally they are still likely to have to go with CDMA2000, and if WCDMA happens at all, Qualcomm will be a big player and receive royalties.

Clark

PS HP: I apologize for picking on you, but you've fallen right into the Ericsson trap. So far Qualcomm management hasn't done us wrong, why start worrying now? The management seems to be pretty savy in every way (technology, marketing, politics, ...) except possibly manufacturing.
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