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

To: DaveMG who wrote (9161)	4/24/2000 8:27:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 13582

Dave - Whole thing reeks of desperation I disagree. It is extreme hardball. 'We will deploy MC-CDMA in Japan. Period.' The only difference between Qualcomm's hardball and others is that Qualcomm's is more obvious. Less of it happens behind closed doors. Clark

To: DaveMG who wrote (9161)	4/24/2000 11:06:00 PM
From: Rich Bloem	Respond to of 13582

Dave, I agree with you that the whole thing is weird. DDI's straddling is weird----Qualcomm's stance is pro-active but weird. You are right, NTT is never going to switch their stance. Part of the problem here is the Japanese society. I have been working with and representing the Japanese for 20 years. They are a homogenus society and follow the leader is the norm. In Japan, it is us against the world and as much as the individuals seem to be global in their thinking this is an ingrained thought process. For Q to be successful in any spectrum bid, it would have to be in a partnership with a MAJOR Japanese corporation. That is why I expect Hitachi to be part of any consortium, I too, wonder what Kyocera is doing, inasmuch, as they are a major owner of DDI.

To: DaveMG who wrote (9161)	4/25/2000 12:08:00 AM
From: slacker711	Respond to of 13582

I wonder what the real liklihood is that Q et Consortium would be awarded spectrum? Hmmm....that's a good question. As Clark stated, this may just be an extreme case of hardball being played by Qualcomm. There are three licsenses to be awarded and three contenders (very convenient for the Japanese government). Obviously NTT Docomo will get one....J-Phone group has the backing of VOD and British Telecom and DDI is backed by Kyocera and Toyota. It's tough to imagine the Japanese government not licsensing either group.... This could be just an elaborate game of poker with DDI....they could be the most likely to lose the licsense. Rather than risking that, perhaps they would choose to go with CDMA2000. Not a great way to gain customers though....especially when their part owner is your closest partner. If they do end up with the licsense...it is an all or nothing gamble on the fact that W-CDMA will be extremely late. Honestly....I dont have a damn clue what's going on. Slacker