SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?


To: gdichaz who wrote (246)9/20/1999 9:59:00 PM
From: Eric L  Respond to of 12253
 
Chaz,

<< In the real world now, the idea that the Q was an upstart with no hope of success, is a bit dated. Yet that is the thrust of the story. >>

I do not agree that that is the thrust of the story. Qualcomm gets as much ink as Nokia and Perry as much as Marc.

I made my initial investment in QCOM less than 60 days after the article was published, not on the basis of the article, but on the basis of the events described in it which I was following very closely.

I am long Q but I am also very interested in the evolution of wireless mobile telephony regardless of the core technology.

Perhaps you have a better starting point for David to understand the significance of the March 25, 1999 announcement of the settlement between QCOM and ERICY on the IPR issues and the harmonization and standards efforts that are in progress as we write that determine the future of 3G and "WCDMA". If you do please post it.

Thank you for explaining what "Flat Out Wrong" meant in response to my question. I thought you were referring to glaring inaccuracies in the article.

- Eric -