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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.59-3.9%3:59 PM EST

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To: Dave who wrote (15532)9/25/1998 8:01:00 PM
From: Maurice Winn  Read Replies (3) of 152472
 
Dave, You said: "Face it, there are 3-4 wireless carriers in the US using IS-95, namely Bell Atlantic, GTE Wireless, Sprint and Airtouch and all of South Korea uses IS-95. That is it."

What do you mean that is it? Are you suggesting those are the only cdmaOne providers in the world? Don't forget Japan, Singapore, Hong Kong, inter alia and others.

You also said: "The Q is negotiating for their survival and they cannot fight a war on all fronts.....".

Well, that's not totally true either. They have survived the hard times. The rest should be easy. And they can fight a war on all fronts. Especially with the USA helping out!

You also made the usual simplistic comparison with Apple and Betamax. Don't let a slogan do your thinking for you. In what way were Apple arrogant? Foolish, yes. But arrogant? You seem to be trotting out the language of the SETI crowd who call Qualcomm arrogant for wishing to maximize their value from their intellectual property.

Once a technology is being successful, one can make a very good case for NOT letting others sell it too. Microsoft for example is doing very well by holding their technology VERY tightly.

Qualcomm is reaching such a critical mass that they might do best by not licensing anyone else. Just go ahead and produce cdma2000, pdQ, high speed data in mobile and WLL. Press the USA to force Europe open in accordance with free trade agreements.

Mqurice
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