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To: Book Bag who wrote (8915)	3/23/2000 6:16:00 PM
From: Jim Willie CB	Respond to of 35685

MSFT news portends well for QCOM in 6-8 years I fully expect QCOM to hold dominating patent royalty rights imagine all the wireless devices, systems, and usage in future years expect for challenges to the wireless chokehold & headlock that QCOM will enjoy the upcoming wireless platform ownership is sure to result in legal battles over its near monopoly position expect some unintended and intended nasty business practices nasty? like changing seemingly inconsequential aspects of the CDMA signal process integration with the system software platform, just to accomplish a renewed patent timeclock, and forcing the entire value chain to retool, rebuy, and refill QCOM coffers this nasty tactic is part & parcel of gorillas it keeps the sales brisk it keeps competitors totally offbalance e.g. see Intel (386, 486, Pentium, P2, P3) e.g. Qualcomm's new CDMA chipset in June I will be shocked if QCOM is not in court just like Microshit is today I dont think QCOM executives will be guilty of daterape, coercion, predatory pricing, and blackmail but I do expect QCOM to be in court if MSFT resumes its climb, then there is hope for QCOM when it approaches $1 trillion market capitalization the investment public is now purchasing MSFT, INTC, CSCO they are buying reputable names, not huge growth stories anymore in y2008, they will buy the Qualcomm name despite perhaps some flattening out of its growth rate sounds like a keeper until the next decade work? not me... fxxk them all this investment mgmt of a portfolio is enough work for me that and heat seeking field research south of her Mason-Dixon line what would it take to induce Martha McCallum and Bonnie Behrend to stand up and twirl around just a few times??? / Jim Willie