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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.33

-1.0%

Nov 25 3:59 PM EST

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To: Dave who wrote (17160)	10/26/1998 10:35:00 AM
From: mmeggs	Read Replies (1) of 152472

No kidding, Dave. My point was that it is absurd to talk about a victory in the 3g war without discussing comparative growth rates and potential IP disputes. Official headline was this (and no, sorry, I don't have any way of linking to it.) "3G IPR war begins, but does 2g technology proliferation already make it moot?" A few other tidbits: "We also anticipate an onslaught of rhetoric from Qualcomm over the next six months as W-CEDMA appears to be gaining momentum." "With more than 85% of current subscribers using TDMA/GSM, we believe that momentum clearly rests with W-CDMA, compared to 16 million customer base for cdmaOne." "With roughly 40% of overall infrastructure market share, we believe ERICY is well-positioned as a leader in the 3g process." mmeggs

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