Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.20

0.0%

12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ramsey Su who wrote (24034)	3/11/1999 11:23:00 AM
From: Clarksterh	Read Replies (1) of 152472

Ramsey - what I don't understand about this backward compatible issue is the lack of protest from those who would be hurt the most. I find it somewhat puzzling myself. My only explanation is that in general companies are reluctant to squabble in public. It does not help their image (one need only look at Qualcomm and Ericsson to see this - Ericsson may have started with the mud slinging, but now they are almost as covered as their target.) Instead normally companies make their releases through proxies, and 6 months ago this was largely true. The only three entities making noise six months ago were: 1) Industry groups whose job it largely is to make such statements (e.g. CDG which represents CDMAOne operators and suppliers; N.A. TDMA, which represents IS-136 operators and suppliers, ...) 2) The only major telecom company without any CDMAOne license. 3) The telecom supplier which has to explain its unwillingness to license its IPR. The only real puzzle in this group is Ericsson, but I think it may just be part of their corporate culture. But, as the pressure builds I would guess that the reluctance to make public statements is waning. And in fact we see more public statements - starting with NTT et al in late December, moving to the Vodaphone after the merger announcements and ending with the quote from the Bell South exec at the ITU conference. So to sum up - many other companies may be backing Qualcomm behind the scenes, but do not want to be covered in mud and as long is Qualcomm is on point they see little need. Very long winded hypothesis, but it fits the facts and the snippets leaking out from other interested parties (e.g. Nortel's comment that Ericsson's compromise was not, in fact, a compromise at all.) Clark

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next