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

To: Maurice Winn who wrote (13)	7/22/1999 8:43:00 AM
From: Ron M	Respond to of 13582

The San Diego Union Tribune article on the MOT suit. (Thanks for the new thread Ramsey--I was taking too much time seperating the wheat from the chaff on the old farm.) Qualcomm suit claims patent accord broken UNION-TRIBUNE July 21, 1999 SAN DIEGO -- Qualcomm returned fire against longtime partner and some-time adversary Motorola yesterday, when it filed a lawsuit claiming that the Schaumburg, Ill.-based telecom giant has breached patent agreements over the last two years. The federal court action stems from Motorola filing a similar lawsuit in March 1997, claiming Qualcomm committed patent infringement when it introduced its Q phone, which Motorola said copied design and utility patents. Qualcomm denied the accusation. In April that same year, a federal judge in San Diego denied Motorola's motion to stop Qualcomm from making, marketing and selling the Q phone. Last year an appeals court upheld the lower court's decision. But the litigation expanded to include several other consolidated cases. Those cases are set for final pretrial conference in December. The rift mirrors the one between Qualcomm and Swedish rival Ericsson, which was settled in March. Qualcomm retained sweeping royalty rights to its code division multiple access, or CDMA, wireless technology. The settlement included the sale of an ailing business unit to Ericsson.

To: Maurice Winn who wrote (13)	7/22/1999 10:53:00 AM
From: moat	Respond to of 13582

> Yes, you can trust everything about this company. Thank you for your response and pointers. This is where I am at in terms of coming up to speed ... I have read every issue of George Gilder's letters as well as Gregg Powers' posts here on SI ... and have read some of your more recent posts here as well. I also understand why this is an Intel-like story (due to Q's position in CDMA). I invested heavily immediately after the Ericsson deal earlier this year, more after the Q2 report, and still more after this week's Q3 report. My holding period for this stock is forever till fundamentals says otherwise (long holding period due to Q's Intel-like characteristics.) This is quite a story (years of Holy War, etc), and I wonder if any good journalists have written about the history of this management (besides Gilder)? I am not looking for pointers to the business potential of Qualcomm at this point (I pretty much get that already), I am looking for a deeper understanding of the character of this management (since I am in it for the long haul). You seem to have followed and know the history of this management very well, that's why I directed the question to you. Thank you for your brief feedback of "You can trust everything ...", but feel free to add more (e.g. a story or two). (more pointers to relevant articles/discussions regarding management's character would be most excellent). Sorry if this is considered OT, I will not post again on this issue.