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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 179.02+3.7%3:59 PM EST
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To: Clarksterh who wrote (25007)3/25/1999 12:51:00 PM
From: John Stichnoth  Read Replies (2) of 152472
 
Clark, two points:

1. Ericy will likely make more money off the infrastructure business than Q could. Thus, they increase their own value more than Q could in the long term.

2. There is benefit in having cdma adopted as the common "language".
We've seen risk reduced for both parties, but the expectation was already there that cdma was the winner, so the party likely to gain more today was ericy--who were increasingly viewed as an outsider for future development.

Go back and compute the price change from 2 weeks ago, or a month ago, before the rumors started, and you can see how the agreement enriches each party.

Certainly the agreement was partially figured into the Q share price--based on posts to this thread!

Best, JS
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