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Technology Stocks : George Gilder - Forbes ASAP
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To: D.J.Smyth who wrote (1486)5/9/1999 10:16:00 PM
From: George Gilder  Read Replies (4) of 5853
 
With large and powerful companies with huge patent portfolios, the explicit intellectual property is never decisive. It is the tacit knowledge that prevails. If Qualcomm does not know enough about CDMA to achieve a better implementation, they will not win, regardless of their patents. Same with AT&T cellular, which has maintained for ten years that CDMA violates the laws of physics, and Nokia, which harassed me repeatedly about the "scam" of CDMA. You can believe that they can turn around and do a better job than Qualcomm now. I don't. We'll see who produces the chips that work. That is always the issue, despite all the talk of standards politics and patents.
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