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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.05+0.6%Nov 19 3:59 PM EST
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To: Maurice Winn who wrote (16960)10/22/1998 4:17:00 PM
From: DaveMG  Read Replies (2) of 152472
 
MQurice,

"Maybe they have managed to hook the magic words 'cdma' 'soft handoff' 'power control' 'near far problem' into their TDMA claims. That wouldn't be hard, and could fool some people on a jury [if that's how these things are handled] into thinking that it does sorta sound the same as what QUALCOMM is doing."

Yes, this is one of the things I'm concerned about. Who's to say the rightful owner of the patents will win the court case. Even if Q is the rightful owner, ERICY must believe it has more than a snowballs chance in hell of prevailing. I don't think they would be so foolish as to continue with this game if things were going against them. Also, as was said on the ERICY thread, this process is more important and costly to QCOM. Q's entire business is related to these IPR's, ERICY sells all sorts of Telecom infrastructure. The costs for both co's must be similar and are therefore more expensive to Q on a percentage basis.

What if ERICY really does hold vital IPRs and proves it, and what if they don't and win anyway? I suppose at that point Q would have to capitulate on convergence. They're already gloating about costly awards over on the ERICY thread..

I still find it unbelievable that the two companies could issue such divergent press releases.

We can be certain this crap is going pressure Q managment and shareholders until it's settled.

DaveMG
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