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To: LindyBill who wrote (36309)	12/9/2000 5:07:28 PM
From: slacker711	Read Replies (1) \| Respond to of 54805

I don't think anyone has every had a stranglehold on an industry like the one Q is going to have on wireless. Should be great for us, but the battle is not over. The industry just can't face paying the royalties. The Europeans are really up the wall. Unless Q's management has misrepresented the royaty agreements....I believe that the battle IS over. The single exception is Nokia, but I believe that their relevance has been reduced by the overwhelming number of agreements that QCOM has signed with other major infrastructure vendors. I view the NEC signing in Nov. as the final piece in the puzzle affirming Q's patent rights. NEC is the farthest along in W-CDMA development of any of the infrastructure providers in Japan. It is sort of like the situation which occurred in the original IS-95 development. Just about every major telecom manufacturer had agreed to pay royalties....except Ericsson. If you substitute Nokia for Ericsson, I believe you have an identical situation. Slacker