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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.01-0.3%Nov 14 9:30 AM EST

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To: Ruffian who wrote (19300)12/8/1998 11:37:00 AM
From: Gregg Powers  Read Replies (2) of 152472
 
To all:

Engineer succinctly, and to my eye correctly, reiterated my point. ERICY WANTS TO DO CDMA-BASED 3G. If Ericsson cannot do CDMA-based 3G, then it has lost something that was clearly tactically and strategically important to it. It should be obvious that the absence of a coalesced CDMA-based 3G standard damages TDMA-based GSM far more than IS-95 since Qualcomm can continue to move its CDMA-based solution forward.

You must separate cdma2000 from IS-95C/HDR. Ericsson is "claiming" IPR involved for cdma2000, but the situation is quite different with QC's evolution of IS-95 HDR. The chess pieces are all in place and somebody's in check...we shall see shortly who gets mated.

Best regards,

Gregg
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