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To: Detail-MD who wrote (1235)11/12/1999 1:43:00 PM
From: edkaiser  Respond to of 1412
 
The difference is that SPYG might be used in many wireless devices, but we don't know how many, could be zero, could be small slice, could be half, could be almost all. Lot's of uncertainty, but very exciting, especially because SPYG will be in other non-wireless devices.

QCOm, on the other hand wil get royalties on every CDMA device, and we Q holders feel that it's almost guaranteed that almost every wireless device mid to long term will be CDMA. Lots less uncertainty, but just as exciting.



To: Detail-MD who wrote (1235)11/12/1999 6:00:00 PM
From: Art Bechhoefer  Read Replies (1) | Respond to of 1412
 
At least some wireless access Internet businesses will use SPYG. SPYG doesn't have the ONLY proprietary software to enable wireless access. For example, I don't believe that the QUALCOMM - 3COM collaboration to produce digital cellular appliances with small screen displays depends on SPYG, though SPYG may have some role in reformatting individual web sites.

One very promising expansion in this area is the SPYG agreement to supply proprietary software to Epson-Seiko for wireless/small display data communications in Japan. As you point out, the whole area is about to explode with new demand, new markets, new service providers, etc., but SPYG is just one of the players. In other words, in trying to translate all this into profits, SPYG does not possess the sole means for capturing this market.