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

To: DWB who wrote (6090)	2/2/2000 6:40:00 AM
From: LindyBill	Respond to of 13582

Europe will continue to fall farther and farther behind the race for speed unless they get with the program I am coming to the conclusion, that the signal that the European companies have finally admitted defeat, will be the filing a major lawsuit by them against Qualcomm, in an attempt to help their negotiations with Q. They just won't want to give up the cozy little deal that they have with each other.

To: DWB who wrote (6090)	2/2/2000 7:20:00 AM
From: limtex	Read Replies (2) \| Respond to of 13582

DWB -Europe will continue to fall farther and farther behind the race for speed unless they get with the program. 1. The EU and two of its most enthusiastic although somewhat small proponents namely Finland and Sweden will no doubt vigorously defend GSM and avoid at all costs having to pay tribute to the Q by a simple capitulation on CDMA. Just look how important the two main companies are to their respective countries and you can be sure that the entry of those two countries into the EU was in large part supported by NOK and ERICY so as to have access to the EU clout around the World. The profitability of these two companies is vital to the well being of their entire populations. Technology, namely IPR gives the sole long term right to profit and well being. If they have to pay tribute to the Q these two companies will inevitably be downgraded and lose face World wide. This is effectively a 'clear and present danger' to the well being of their economies. Without NOK what on earth else of a material size does Finland have and the same goes for Sweden too. I think they have figured out by now that anyone can make automobiles and washing machines and the related technology isn't going to give future generations of Swedes a good living or indeed maintain a high morale among Swedish University students specialising in high tech. IMHO they will resist the Q as far and as long as they are able. Indeed in the same position probably so would we. 2. OK 1X is no question better than anything available in Europe and don't forget HDR is in commerical test phase now so that while the Scandanavians will be ready with 56Kbs in December the Q will be ready shortly thereafter with +2Mbps....but so what. The average European won't know about HDR. He will be sold the old outdated 56Kbps stuff in shiny new handsets with great advertising and it will look like the best thing since sliced bread and it will no doubt do more than 9.6Kbps so it will do all sorts of things that they couldn't do with existing handsets. They wont't know any different, except of course the ones that travel. 3. The new deal might be the elegant solution that leaves both sides a way out. Best regards, L