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To: mtnlady who wrote (16382)	1/25/2000 4:09:00 PM
From: SecularBull	Respond to of 54805

This is what I have heard, as well. LoF

To: mtnlady who wrote (16382)	1/25/2000 4:13:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Are you knowledgeable about any of this and can you comment IDC is a patent house that is in the "Greenmail" business. Q sued them early on and, in an out of court settlement, knocked them out of using Qualcomm's CDMA. These people, along with some European allies hoping to leverage Q, are making noises, and the stock has run up in sympathy to Qualcomm, but IDC has no claim and is going nowhere. As Qualcomm becomes more dominant on the world scene, you are going to see a lot of claims and lawsuits. One of the reasons for Dr J's huge warchest is to have the money to fight these people and prevail. If you want to get a layman's understanding of Qualcomm, go to this URL and read Gregg Powers posts. He is the best expert we have on this subject, but, alas, he no longer posts. He got tired of suffering the fools. 127.0.0.1:3456/SI/~wsapi/investor/personalprofile-4382238

To: mtnlady who wrote (16382)	1/25/2000 4:34:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

Two down.. Norty reports... Analyst 0.43, Whisper 0.45 and Nortel says 0.55 and a 2 for 1 stock split. Come on tornados turn this ol' market around!

To: mtnlady who wrote (16382)	1/25/2000 4:38:00 PM
From: shamsaee	Respond to of 54805

There were extensive discussions back in October(not sure) on the Qcom thread atTMF on IDC's claims.They do have some patents on CDMA but it has no relevance on QCOM CDMA patents that are standard of the industry going forward. Regards Shahram

To: mtnlady who wrote (16382)	1/25/2000 4:42:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

mtnlady, I'll try to address your two most recent concerns by wrapping them into one response, highlighting the following: I have heard on numerous occasions that QCOM has a 'lock' on CDMA but I've also heard much noise to the contrary (e.g. IDC's claims). I have heard on numerous occasions that CDMA does not work. Most of them came from Qualcomm's competitors. Perhaps you are aware that in the fairly recent past the CEO of Ericsson said the company would never adopt CDMA. So who do you believe? Believe the millions of end users. Believe the companies spending millions to be able to sell CDMA-based products and services. Does Qualcomm have the lock on future CDMA innovations? Of course not. No more than Microsoft has the lock on future operating systems, no more than Cisco has the lock future routers, no more than Intel has the lock on microprocessors. No company ever has a "total" lock forever. What we do know is that Qualcomm's experience and track record of being the only company to bring CDMA innovations to market in economically practical models that work. When Qualcomm competitors produce a CDMA-based product, they pay Qualcomm royalties. If you believe as I do that their past track record and experience gives them a GIANT lead on any competitors, you can also come to the conclusion that the CDMA components of G3, G4 and maybe even G5 will probably be dominated by Qualcomm. "Probably" is the operative word. That's why Gorilla Gamers keep abreast of the competition, both from within the same discontinuous innovation and from other other discontinuous innovations that could entirely displace CDMA. I see a lot of people trying to slight Qualcomm because their current lock on CDMA is not ensured. No, it's not ensured. But until something or someone better comes along, I've got no reason to be anything less than very enthusiastic about Qualcomm's long-term prospects. --Mike Buckley