Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

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3:59 PM EST

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To: Ruffian who wrote (20195)	12/21/1998 6:01:00 PM
From: Gregg Powers	Read Replies (2) of 152472

Simple concepts, complicated negotiations. Let me get this straight. Prior to last week, NTT DoCoMo was exclusively considering W-CDMA as its 3G alternative. Subsequently we now see that NTT DoCoMo is considering modifying its proposed standard to something else. Several rhetorical questions: /1/ If the IPR positions are as represented by Ericsson, i.e. ERICY does not need QC's IPR to do W-CDMA, what dynamic is prompting its customers to modify their technology strategy? /2/ How do you think Ericsson's customers feel about basing their business plans on a technology pathway that was promised but now proving to be undeliverable? and /3/ If Qualcomm has the blocking IPR that one can reasonably infer from the above developments, what incentive does the company have to compromise? Said another way, other than the painful PR being bandied about, why should someone with four aces be willing to share the pot? Happy Holidays to all! Gregg

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