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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: tradeyourstocks who wrote (359)	7/7/2000 9:52:07 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 197603

What if QCOM did lower the entry price for CDMA2000? What if they decided to license the technology FREE for the next three years, as long as the licensees agreed to buy QCOM chip sets? What if, the chip sets were bundled with a free license? Would it be analagous to MSFT bundling Internet Explorer with Windows? Would there be antitrust issues? My only point is that the superior technology will eventually be the winner because it is cheaper and works better, and therefore gives any company using it a competitive edge. QUALCOMM has a number of alternative strategies that it can choose in order to get the technology into the right hands at the right time. So far, QCOM has done the right things. The tensions being created by announcements that other companies are thinking of doing something that might wrest a part of CDMA from QCOM are IMHO somewhat specious, creating more concern among investors than among wireless service firms. Patience pays.