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

To: jmac who wrote (11888)	6/9/2000 1:41:00 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 13582

<...The Chinese have no honor. The steal and profess to develop it themselves. QCOM won't be the only company to get burned by China. In light of evreything that has happned over the past month, I have lost all respect for the Chinese. Yes, I had some respect for them going into PMTR. No honor...> Hang on there jmac, we have got one race war going on now - me versus India and Ajay. I was going to dispose of India, then start on the USA because of the lamb trade. You will recall the dishonorable Americans have put up trade barriers contrary to the hypocritical claims of the USA to being free-trade Mecca, which is NOT a tilt at Moslems or Saudi Arabia - I have my hands full already with China, India, USA and lately, Cargo-Cult New Zealand, without taking on the Moslem world too, though I must say they are a bit over the top with their evil pursuit of Salman Rushdie who writes fiction. America is the land of hypocrisy and NO HONOUR!! China is letting in my CDMA and Globalstar but the USA won't let in my sheep. Which country has the dishonour? The answer is obvious. The USA doesn't even permit parallel importing, putting New Zealand on a 'Watch List'. No HONOUR!! Hypocrites! Hypothetical, Hypothecated Hypocrites!! They allowed French Government terrorist bombers to murder in Auckland and offer no support to New Zealand. No honour. Should we mention President Clinton's honour and tenuous acceptance by the legal profession? Now, about China and Taiwan...Jiang, Zhu, come here and let's have a little chat... Mqurice PS: Can't we all just love each other [except for Nokia, Ericsson, NTT and IDC] and spread MC-CDMA around the world for the benefit of humanity and our share price?

To: jmac who wrote (11888)	6/9/2000 1:48:00 AM
From: rvgent	Read Replies (1) \| Respond to of 13582

The Chinese have no honor. The steal and profess to develop it themselves. Can we cut down on the racist dribble? Amazing how much racist drivel we have had the last 2 weeks. have you considered that the Swedes and Finns might be the conviving honorless thieves stealing from the upright and honest QCOM and corrupting the innocent wide eyed execs at Unicom? No one except QCOM & Unicom know the exact details of their agreement. Neither QCOM nor Unicom are claiming to have broken or reneged on any contracts or promises. So what exactly is your beef with Unicom or the Chinese? and Maurice it seems India does have some CDMA. Does this mean the Indians might not be dumb illiterate socialist jerks? Perhaps just illiterate socialist jerks until they begin paying QCOM 1% if their puny GDP or QCOM reaches 1000/share? ussc.alltheweb.com the first 3 urls it brought back 1 Shyam Telelink Awards QUALCOMM $45 Million CDMA Wireless Local Loop Contract for Rajasthan, India Contact \| Index \| Search Shyam Telelink Awards QUALCOMM $45 Million CDMA Wireless Local Loop Contract for Rajasthan, India SAN DIEGO - August 26, 1998 - QUALCOMM Incorporated (NASDAQ: QCOM) announced a signed contract with Shyam Telelink Limited to supply qualcomm.com 2 MOTOROLA CIG TO DEPLOY INDIA'S FIRST LARGE-SCALE CDMA WIRELESS LOCAL LOOP NETWORK FOR IMMEDIATE RELEASE Jack Seller Motorola CIG (847) 632-7248 qa4646@email.mot.com MOTOROLA CIG TO DEPLOY INDIA'S FIRST LARGE-SCALE CDMA WIRELESS LOCAL LOOP NETWORK (ARLINGTON HEIGHTS, Ill., August 11, 1997) -- Motorola, Inc.'s Cellular Infrastructure motorola.com 3 CDMA Bulletin \| MTNL Launches CDMA WLL Network in India Following an approval by the Indian Department of Telecommunications (DoT), Mahangar Telephone Nigam Ltd. (MTNL) recently commenced commercial operation of its CDMA wireless local loop system for residents of New Delhi. The QUALCOMM-supplied system was qualcomm.com

To: jmac who wrote (11888)	6/9/2000 12:01:00 PM
From: cfoe	Read Replies (2) \| Respond to of 13582

jmac - I need to say at the start that I do not agree with nor accept your characterization of the Chinese. However, your post and others do address a valid concern; that is, the risks of QCOM's IPR being used without payment, whether by the Chinese or anyone else. This got me to thinking about the deals QCOM announced the other day. I do not believe that any of these deals are for the manufacturing of ASICs. Instead I believe they are for other necessary components of a CDMA network, but not the ASICs. If this basic premise is incorrect, someone please let me know. Assuming this premise is accurate, isn't any CDMA system worthless without the CSM (base-station) and MSM (mobile) ASICs? Since QCOM supplies more than 80% of the MSMs (and maybe 100% of the CSMs) and American companies supply the rest (all who pay royalties to QCOM), doesn't QCOM retain a major leverage point against any funny business by any licensee? That is, if they infringe on QCOM's IP or just don't pay royalties due, all QCOM has to do is turn off the ASIC spigot and have its other licensees do the same. This would effectively put the transgressors out of the CDMA business until they rectify their transgressions, no? Again, I may be missing something important here, so if I am someone please straighten me out.