Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.59

-3.9%

Nov 20 3:59 PM EST

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To: Dave who wrote (17070)	10/23/1998 7:22:00 PM
From: Clarksterh	Read Replies (1) of 152472

Dave - 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. Actually, what Qualcomm wants is backwards compatibility, and if they get it may be true that in theory people do not need to buy from Qualcomm, but in practice Qualcomm (and other current IS-95 infrastructure vendors) will have huge advantage until the first true W-CDMA equipment comes out. They can legitimately claim 'Install our IS-95 system now and when W-CDMA comes out it will cost much less to upgrade than if you went to GSM now.' This is, IMO, the reason for the big fight. Clark PS I'm not ignoring your legal questions, just seeing if I can find some of the pertinent case law.

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