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

To: llwk7051@aol.com who wrote (827)	8/13/1999 4:22:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 13582

GG's take on the MOT/Q thing: To: +Richard H. (1966 ) From: +George Gilder Friday, Aug 13 1999 3:15PM ET Reply # of 1970 It sounds like a pretty typical litigation in a case where the balance of power between the two contractors radically shifts--from Motorola as the wireless titan and Qualcomm the mendicant innovator to Motorola in crisis and Qualcomm in clover. I don't know the details but I suspect it will be negotiated.

To: llwk7051@aol.com who wrote (827)	8/13/1999 4:48:00 PM
From: JGoren	Read Replies (3) \| Respond to of 13582

This is like Ericy claiming it invented cdma. Let's see, in 1990 MOT made a deal to cooperate on cdma. Then (what MOT leaves out) Mot decided it was making too much money on analog and forgot about cdma until things perked up and MOT decided (arrogantly) to design and make its own chips--with the effect it was really behind and Nokia cleaned its clock and Qualcomm got its share of the market. Now, at the same time, MOT made several other major planning and execution boo-boohs which were so major it made the front page of Time, Newsweek or US News (can't remember which one I read at the dentist), and top management lost its jobs over the mess. Now, MOT conveniently forgets about some major strategic errors and is blaming Qualcomm. If MOT thought it was going to pressure Qcom by obtaining discovery on every one of Qcom's royalty arrangements and creating fractiousness in the cdma camp, it made a major blunder. MOT has just exposed itself to the most far-reaching investigation and discovery of all of its decisions and execution, because part of the defense will be that MOT is trying to blame Qcom for its own management blunders, by which MOT management itself decided to back away from working with Qualcomm. Nobody likes it when someone blames somebody else for their own mistakes, certainly not by a big company like MOT. MOT may well have made the greatest PR-litigation strategy blunder of recent history. MOT has set itself up for enormous ridicule, embarassment, and it will show in the stock price if this thing ever comes out in trial. WHAT A BUNCH OF BLUMIN' IDIOTS! And on Friday the 13th no less. (Hey, it' Friday afternoon; I can rant. Would appreciate comments from others. This was my initial reaction and certainly not "legal" analysis. But, then, maybe Qcom counsel read the thread, too, and might find it worthwhile.)