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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: A.L. Reagan who wrote (73010)	6/1/2000 10:02:00 AM
From: T L Comiskey	Read Replies (1) \| Respond to of 152472

Juno take Q to court Thursday June 1 9:42 AM ET Juno Files Suit Against NetZero, Qualcomm NEW YORK (Reuters) - Internet services provider Juno Online Services Inc. said Thursday it has filed suit in Delaware federal court seeking monetary damages and an injunction against NetZero Inc. (NasdaqNM:NZRO - news) and Qualcomm Inc. (NasdaqNM:QCOM - news) for alleged patent infringement. Qualcomm is the publisher of Eurdora e-mail software currently being distributed by NetZero. The patent protects technology that Juno (NasdaqNM:JWEB - news) said it developed to enable advertisements and other content to be displayed to an Internet user while that user is offline. It expands Juno's revenue opportunities while minimizing telecommunications costs by allowing the company to display advertising to Web access subscribers even while they read and write e-mail offline, rather than only while they are online. The latest version of Qualcomm's Eudora e-mail software includes a setting called ``sponsor mode'' that lets advertising be displayed while the user reads and writes e-mail. NetZero, a provider of free Internet access, has begun distributing the new version of Eudora and encouraging its subscribers to use it, Juno said in a statement. Juno said the patent was one of several issued to it in 1998 and claims NetZero and Qualcomm are infringing the patent by producing and distributing software that implements Juno's offline architecture. NetZero and Qualcomm spokeswomen were not immediately available for comment.

To: A.L. Reagan who wrote (73010)	6/3/2000 4:32:00 PM
From: lurqer	Respond to of 152472

re. implications of Q's non-discriminatory licenses Both because I tend to be a bit busy during the week and because I feared that our dialog may have been becoming somewhat tedious to other thread members while the Naz was jumping, I postponed responding until this weekend. As I'm still having some difficulty reconciling your ideas, I hope you don't mind this additional post. As a long term QCOM holder and a believer that an investment is largely a bet on management, I have followed the decisions of Q's management closely for some time. I would consider myself to be more than a skeptic - perhaps a cynic. Thus I'm not "into" deifying Q's management. In particular, they seem to be almost totally lacking in WS savvy - e.g. compare them to Cisco. OTOH, I come to respect both their "native intelligence" and their understated "style". I understand your thesis that in the DS CDMA IPR world if Q's IPR is sufficiently marginalized, they could end up paying an IPR debit per ASIC. Moreover they cannot preclude this option because they have signed a non-discriminatory agreement. So (to repeat and if I understand you) it is your contention that they may suffer a "disadvantage" in the DS CDMA ASIC market in part because they signed a non-discriminatory agreement. I guess my question is why would "bright people" put themselves into a box? Or is there a "trap door" in this box that isn't yet apparent? Any comments you care to make would be appreciated. Hanging around... lurqer