Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 167.76

-3.6%

2:25 PM EST

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To: DaveMG who wrote (22737)	2/9/1999 11:21:00 AM
From: Clarksterh	Read Replies (1) of 152472

DMG - Then how to interpret the fact that Sprint, Bel Atlantic, DDI, IDO, Airtouch, etc signed off on this letter? If I had to guess, I would expect that the following happened: Ericsson went to all of those vendors and told them that they would not be able to deploy CDMA-2000 because Ericsson will continue to hold it up with IPR claims until Qualcomm hands over the necessary IPR for W-CDMA. As I've said before, service providers are typically not too savy when it comes to serious technical details associated with manufacture, and IPR may fall into that category. Also, I imagine that now that Sprint et al are deploying CDMA-2000 pieces they don't want W-CDMA and CDMA-2000 to be merged. Such a merger might well cause them heartburn (change of the synch method, ...). They would rather just get on with CDMA-2000 even if in the long run this means that they are using a smaller standard. In all seriousness my read (and it is very subjective) is that this meeting was aimed more at Qualcomm than at Ericsson, but I don't want to imply that Ericsson is not under pressure too. All JMO. Clark

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