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To: mmbw who wrote (36306)	12/9/2000 3:12:34 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Bottom line is that I don't really understand what is going on. I think what is going on is that ATT and others think they will be able to use WCDMA and not pay royalties to Q for it. This is an ongoing battle that will be crucial.

To: mmbw who wrote (36306)	12/10/2000 9:37:46 AM
From: Labrador	Read Replies (2) \| Respond to of 54805

AT&T is trying to spin the discussion as not being a win for QCOM. True, AT&T won't pay QCOM royalties per se, since they're not a phone manufacturer. But AT&T will be building out a W-CDMA infrastructure, which is a major milestone for QCOM. AT&T can try to spin W-CDMA as not being CDMA2000, but Q will get royalties nonetheless. So AT&T, which for so long as stated that TDMA is as good as CDMA, and that they will implement EDGE, is trying to avoid the egg on their face. This is a major win, in my view, for AT&T wireless shareholders as maybe now they'll have a chance for success -- but going the EDGE route was the kiss of death for AT&T. They can now remove a few nails from their coffin.