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To: DlphcOracl who wrote (28546)	7/22/2000 9:07:43 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

Meanwhile, W-CDMA/GSM continues to grow rapidly in China, while CDMA is stalemated Now, I don't consider myself a telecom expert ... but don't you see a small inconsistency in this statement? How can WCDMA grow rapidly and CDMA be stalemated. WCDMA includes and is dependent on CDMA. Out of the whole alphabet soup of acronyms that get discussed on this thread in connection with QCOM FUD, everything beyond a certain point in performance is based on CDMA -- has to be because it is the only technology we have at this point that has that level of performance. There are only three possibilities for QCOM IP not to end up at the core of future wireless protocols -- either the world digs in its heels and does nothing (which doesn't seem to be the dominant paradigm in technology!), someone challenges QCOM IP in the courts and wins (which doesn't seem to be something anyone is even suggesting publicly is possible), or some new technology comes along and becomes deployable before any substantial CDMA deployment is done (which seems extremely unlikely since no such technology is even visible at this point). I find all these themes and variations and comings and goings very confusing, to be sure, but that much at least seems very clear.

To: DlphcOracl who wrote (28546)	7/22/2000 9:17:15 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

W-CDMA continues to grow rapidly in China. ??????????? What is true is that GSM continues to grow rapidly in China. WCDMA has not yet been deployed anywhere in the world. Saying it continues to grow rapidly is, how shall we put it? It surely is a departure from science. I'm beginning to suspect that you are short the stock and trying to talk it down with whatever rhetoric you can think of. Believe me, QCOM owners are familiar with FUD. I have no position in QCOM but it certainly is thread bloat to talk about the rapid growth of not yet existent entities. And I find it hard to believe that you don't know that all flavors of CDMA including WCDMA are covered by QCOM's patents.