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

To: SKIP PAUL who wrote (3728)	11/29/1999 9:35:00 PM
From: cfoe	Respond to of 13582

The timing may have had something to do with the component shortage but I don't think that was the driver. When Paul Jacobs referred to QCOM being put on parts allocation and Nokia not, he seemed a little bit "p___ed off". While I also believe the shortage was not the driver, I got the impression that QCOM management realized this problem would likely reoccur sooner than later, certainly before the time QCOM got close enough to Nokia's clout in the market. Alo, I beleive it really bothered Irwin Jacobs et al that they had to disappoint many of their customers by not being able to make and deliver all the phones the customers wanted. I mean this beyond the pure profit impact on QCOM. Dr. J has said several times he expects lawsuits Another interpretation of Dr J's remarks is a "heads up" (warning?) to the W-CDMA gang that if they go forward without recoginizing Q's IP rights, QCOM will be bringing the lawsuits.