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

To: Bux who wrote (10123)	5/15/2000 12:55:00 PM
From: postyle	Read Replies (4) \| Respond to of 13582

What is the average investor to believe? I mean, on one hand, we have the limitations of the '94 IDCC/QCOM agreement spelled out to us in the Neopoint document. And we have IDCC expressly stating they have IPR that intersects CDMA2000 (among other things) based upon patents, and patents pending, that fall outside of the scope of the '94 agreement. And then we have Bux's opinions, where he carefully selects fragments of complete arguments that he attempts to disprove. His rebuttal often takes the form of a question, an assumption, or a supposition -- or any other persuasive communications technique that one may learn at a Community College's Speech & Debate 101 class. Bux can discount the entire 10mhz spread argument by implying it is "mute" (although I think he means moot) -- even though such reasoning makes a huge assumption that all of IDCC's essential patents will expire in the near future. And he can say the '94 agreement allows QCOM to use IDCC's IPR for 3G and beyond by using clever comparisons to auto insurance liability. But, unsurprisingly, there is no mention by Bux of InterDigital's IPR that exist outside of the '94 agreement. The Pilot Code Standard claims and Power Control claims that IDCC says intersect CDMA2000 are not responded to at all. Take a look at the specifications for CDMA2000 at the 3GPP2 website, 208.45.131.70 , and see where these Pilot Code Standard claims and Power Control claims may be important. So again, the average investor is left to decide which side to believe: InterDigital, a billion dollar company with over 20 licensees of its patent portfolio -- OR -- Bux, a persuasive writer who likes to skirt the issues that fall outside of his comprehension? Perhaps, the most obvious answer is indeed best.