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To: r.edwards who wrote (2841)	7/9/2000 1:59:59 AM
From: Didi	Respond to of 13572

Great post! Thanks much ;-). eom

To: r.edwards who wrote (2841)	7/9/2000 10:31:06 AM
From: Boplicity	Read Replies (1) \| Respond to of 13572

All true but till the money starts to show up in the bottom line QCOM will lag. Greg

To: r.edwards who wrote (2841)	7/10/2000 4:00:40 PM
From: carranza2	Respond to of 13572

Great post. However, I'm a concerned LTB&H investor who is worried about the IPR issue but in a different context than the one you present. The vast majority of the world's networks are GSM based. The Q has absolutely no GSM IPRs. If the transition to 3G is through WCDMA in a GSM network, how will the Q sell WCDMA ASICs if it doesn't have the rights for GSM air interface? Obviously, a deal is necessary in which the owners of essential GSM IPRs cross-license with the Q for its WCDMA rights. Won't the Q's royalty income, at least as far as WCDMA is concerned, be substantially reduced under those circumstances?