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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: Ruffian who wrote (22496)2/4/1999 7:34:00 PM
From: bdog  Read Replies (1) of 152472
 
What is Tero really saying and who is he really talking about? Could the ongoing dialogue/negotiation between the Q and ERICY be the true object of his ire?

"I'm sorry, but as the lawsuits against Qualcomm keep piling up there comes a point where you have to wonder is the company really realizing the benefits of alliance-building and winning over new friends instead of alienating the existing power base . . . from a strategic point of view, it's sometimes sensible to make concessions and accept some lost fights than aim to win every individual fight and lose the battle."

Do we think Tero is really concerned about a squabble with the Koreans? Listen to him: "alliance building", "new friends", "accept some lost fights". Is it just me or is there a somewhat different tone, a sorta "Jeez, can't you guys just play nice" whining from the sidelines.

I think Gregg may just have called it. I bet he knows more but can't say it here???
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