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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: JGoren who wrote (6)	7/22/1999 1:33:00 AM
From: Harvey Rosenkrantz	Read Replies (3) \| Respond to of 13582

Maybe we could consider another topic as well as what to do with a stray billion or so (Where is Everett Dirkson when you really need him?). The recently filed/amended lawsuit against MOT seems like an inflammatory shot across the bow of a major cdma vendor. I checked with a friend of mine who is a litigator (although not in patent law) who said that this type of lawsuit is very difficult to win. Could someone comment on 1)the possible motivation behind this legal escalation - tactic or truly wanting to shut them down 2) the chances that Q! will prevail or the circumstances that would allow them to prevail 3)Potential risk should MOT win. TIA

To: JGoren who wrote (6)	7/23/1999 8:45:00 AM
From: quidditch	Read Replies (1) \| Respond to of 13582

As far as the Palm Pilot scenario, which has been bandied about, I don't know much about that company but don't think that deal would be done for cash JGoren, I agree that Siemens is a better bet, China and Brazil (as Bruce has posted). Few have an idea of the enormity of the potential Brazilian market--granted, the currency and economy have had problems. Would Q!/Siements address dual mode GSM/CDMA, a Trojan Horse to get CDMA into Europe? COMS has not been a well run company; I would be leary of a purchase of the Palm division--what does that do but put Q! more in the business of being a low margin mobile box assembler, where more fixed costs and commoditization eat in to ROI. Better to acquire the box into which Q! puts its ASICs and value added Net software and hard wired browsing enablers. Thanks, Ramsey. Regards. Steven