Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.91

+2.0%

10:41 AM EST

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To: Mika Kukkanen who wrote (25551)	3/30/1999 9:42:00 AM
From: kech	Read Replies (1) of 152472

Mika- Right. So Ericy had the strong negotiation in the deal. It got everything. Qualcomm only gets to dump a loss making business. (Of course since they didn't get anything for it according to you they could have simply closed it down on their own.) The market reaction is therefore that Ericy is up at most 10% and Qualcomm is up 30-40%. Not that I think the market is always right, but you have to consider that there is a certain amount of face validity that is not present in your comments. With all QCOM patents affirmed or about to be affirmed (per JGOREN our legal consultant), China ready to bail out on ERICY (maybe due to a WTO offer on the make for Charlene), and NTT putting its feet to the fire, my sense is that ERICY was backed into a corner. I guess we will see though as further information comes forth. Tom

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