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

To: cfoe who wrote (11885)	6/8/2000 10:24:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 13582

A few of the people who I respect most on this thread have noted how Qualcomm quietly goes about its business while the fud-meisters spin their stories. Well it looks like something has changed. Actually Qualcomm seems to have two modes. Go about their business quietly and ignore the whole FUD thing. Or play it straight but very hard. In particular this appears to be warning not to the manufacturers per se (who are probably already aware of all of this) but to the service providers. Deploy from someone unlicensed and you run the serious risk of being shut down. I'd expect that the service providers will, at the very least, demand very explicit indemnification from unlicensed vendors. I'm very curious to see how the unlicensed vendors respond. Clark

To: cfoe who wrote (11885)	6/8/2000 11:17:00 PM
From: 16yearcycle	Respond to of 13582

"The whole piece, especially the part mightylakers quoted and the above reads to me like a "shot across the bow" to the fud-meisters. The gauntlet has been thrown down. It looks like "put up or shut up" time has come. A few of the people who I respect most on this thread have noted how Qualcomm quietly goes about its business while the fud-meisters spin their stories. Well it looks like something has changed." I just had to repeat your summary because I am completely in agreement. The whole release is designed as a response to the enormous amount of fud that has been thrown around. It address the wcdma issue as clearly as I have seen qcom address it in writing. I have attended small investor meeting's with management where they were crystal clear, but don't recall this strong of a written statement. This is wonderful. It really was and is time for management to take a stand, as we are getting closer and closer to 3g. I hope they keep this volley up, ie, reinforce over and over that WCDMA IS QUALCOMM's and they will enforce their patents and litigate at any sign of trouble. It is time clarify the territory that QUALCOMM owns.

To: cfoe who wrote (11885)	6/9/2000 12:40:00 AM
From: Mark Fleming	Read Replies (3) \| Respond to of 13582

PPS - I wonder if this release will show up on CNBC tomorrow? Does anyone have the proper e-mail to the right people at CNBC to send this press release to? If enough of us send it in, maybe they'll cover it properly (always hopeful).

To: cfoe who wrote (11885)	6/9/2000 11:39:00 AM
From: Curbstone	Read Replies (1) \| Respond to of 13582

It wouldn't surprise me if the media spin put on Qualcomm's latest PR, especially the part about reserving the right to charge higher royalties for those who drag their feet, is that it is eerily similar to Microsoft's "punishment" of those vendors who refused to adopt Internet Explorer as the browser of choice. They will probably hint that this type of behavior is tantamount to extortion and should be investigated by the Justice Department. AM 80 7/8