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To: Mike Buckley who wrote (27462)	7/8/2000 1:25:05 AM
From: DaYooper	Read Replies (2) \| Respond to of 54805

Hi Mike, Just fyi regarding point #2, there have been direct quotes attributed to company officials: "We decided to use W-CDMA technology for our service because it has much bigger market size," said Chul Keun Kuon, a spokesperson from SK Telecom, South Korea’s biggest mobile phone service operator. ``We looked at all of the trends and judged that both China and major Japanese mobile companies will choose W-CDMA,'' said Lee Hang Soo, a spokesman for SK Telecom, Korea's largest cellular service provider. ``When you look at the Korean market you cannot avoid considering what's going on in China and Japan.'' Still may all be fud but these are quotes of company officials unlike the Japan debacle with all the quotes from unnamed sources. Anyone have thoughts on how and when the w-cdma royalty sharing agreements will eventually happen? What if the companies involved cannot reach an agreement? Must an agreement be reached before marketing and selling product? In which country would such a court case be heard? Will the Q benefit by slowing the process or accelerating it? Whatever happens in Korea, these issues will have great impact on Q's revs, profits, and stock price. Oh yeah, one more thought (not directed at you Mike). The conspiracy theories are rather old and tired by now. Yes the press is ignorant of technology and ipr but to connect this flaw with conspiracy is a leap, imo. Thinking long term these days. Rory

To: Mike Buckley who wrote (27462)	7/8/2000 4:29:10 AM
From: LindyBill	Read Replies (4) \| Respond to of 54805

Mike, we seem to be in a FUD situation with QCOM right now, and with earnings probably coming in ho-hum, I would not buy back into Q above 40 in the near future. I really think the price of the stock is going to get beat up some more.

To: Mike Buckley who wrote (27462)	7/8/2000 8:33:32 AM
From: gdichaz	Respond to of 54805

Mike: Thanks for your 8 points and your message to me re: CNBC. As it happened, I followed the "stories" from Bloomberg and Dow Jones from Korea from their appearance as "news". You are quite right the original Bloomberg story on Thurs was that Korea would choose CDMA2000. Then that same story was "modified" to substitute WCDMA for CDMA2000 and make minor conforming changes. The bulk of the story which contained outrageous misstatements of fact, quotes from a week ago Friday as if they were current, and that Qualcomm was cut out in Korea by the the choice of Nokia's, Ericsson's and DoCoMo's technology. Dow Jones copied the story in substance and included similar misstatements. This stayed in place well through the market opening. As Lucius has remarked, this has "plant" written all over it. And to me it smacked of deliberate market manipulation. And it did drive the price of Qualcomm down - perhaps not quite as much as the story seemed designed to do, but a very substantial impact. Neither Bloomberg nor Dow Jones published any "correction" (to my knowledge) while the market was open. The "analysts" quickly issued internal memos to their clients (not the public) pointing out the falsity of these wire service reports. But in public nothing was available except this misreporting. Meanwhile the SI threads were struggling with trying to make some sense out of all this. In particular a couple of posters followed the Korean press and found no repeat no stories similar those still out there uncorrected on Bloomberg and Dow Jones. So these were American concoctions - out of whole cloth apparently. Cut and paste jobs. Why? To influence the price of Qualcomm stock so it would be a "buying opportunity"? On the only evidence we have, that seems likely but unprovable. No smoking gun. Was this a stellar day for the the US financial wire services? I submit not. This is my amplification of your point #1 for whatever use it may be. Best as always. Cha2