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

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To: Mika Kukkanen who wrote (17054)10/23/1998 6:59:00 PM
From: Dave  Read Replies (1) of 152472
 
Mika:

[I]t is apparent that Ericsson have a strong case

Everyone has a strong case until the judge renders a verdict! <g>

I view this as a carrot and stick. Although most of the people disagree with me over the methods to do this, Qualcomm needs convergence to open up the European and Asian market. Although the US, Mexico and parts of Asia and South America are probably going to go with Qualcomm's implementation of CDMA2000, I feel those markets are smaller than combined Europe and Asian (Sorry, Gregg and Maurice) One more point to consider is that even if Qualcomm and the ETSI reach a settlement and convergence is reached, that doesn't mean that the European wireless operators will buy equipment from Qualcomm. However, Qualcomm will get a royalty (hopefully) from all wireless equipment sold.

dave
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