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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: Dave who wrote (16673)	10/16/1998 7:17:00 PM
From: Gregg Powers	Read Replies (7) of 152472

Dave: Kind of interesting isn't it? It would appear that Ericsson is tacitly admitting that it needs Qualcomm's IPR, otherwise why would it threaten to retaliate? Of course, this is yet another example of typical Ericsson doublespeak. Think about it. Ericsson needs QC's IPR to do W-CDMA and argues that W-CDMA has won some kind of informal popularity contest (with a broad contingent of non-US telecom companies I might add). Ericsson then suggests that if Qualcomm refuses to cooperate it will fight back by refusing to license its W-CDMA IPR to Qualcomm. Wow...how scary...this means that W-CDMA won't happen and the world will be left with one unencumbered 3G standard...Qualcomm's IS-95C (and its successors). Do you get it? Ericsson is feeding you manure and you are lapping it up word-for-word. Now, pay very, very careful attention to the last sentence: "If Qualcomm convinced the ETSI to reduce the performance capability of the wide band standard, then Ericsson would accept and provide that standard, Persson said." Remember what I told you before? Remember I told you that this debate would not end up in court because ERICY knows that it would lose? Remember that I told you that ERICY would ultimately settle and figure out some clever way to spin the outcome? Ta da! You now know the roadmap. Despite your protestations to the contrary, ETSI cannot simply wish away QC's IPR position. Consequently, Ericsson is again shifting its position, preparing to lay the "blame" of convergence on Qualcomm and ETSI. It is pretty obvious that ETSI would only be "convinced" to alter its standard by the recognition that W-CDMA cannot happen without QC's IPR and that this patent portfolio will not unavailable under the current proposal. Once again Ericsson is attempting to spin the truth as opposed to publicly admitting acquiescence to Qualcomm's position. A good lawyer learns to read between the lines! Best regards, Gregg

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