Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.72

-4.4%

3:59 PM EST

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To: Gregg Powers who wrote (27704)	4/20/1999 9:25:00 PM
From: Morgan Drake	Read Replies (3) of 152472

Gregg: Re Steve Maslin's Observations... --- Although I didn't hear the CC, it sounds as though Dr. J is pessimistic on convergence of 3G standards beneficial to Q. --- Ditto for ETSI sanctioning of all CDMA for 3 G. --- Dr. J "expects that there may be patent challenges" in Europe. This one concerns me greatly as I think that ERICY is not beyond creating a hell of a lot more mischief in the legal arena in Europe and elsewhere. Further, if they did, here comes the monthly legal retainers again, in spades. --Korean government subsidies for handsets are declining. This doesn't worry me too much, as the world got itself outfitted pretty well with TVs, PCs, VCRs, Sony Walkmen, and cars sans govt subsidies. I think the same will hold for wireless phones. --The "black hole" of component shortages. Not a major long term problem for us I would think. Could be worse. Could have surpluses indicating nobody wanted to buy the end product as fast as they could be put together. --- No mention of the Russian situation and the release of reserves? I'm sure we would all appreciate your take on these issues. Also, is there going to be a replay of the CC? If so, how can we listen in? Thanx. Morgan

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