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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Pierre who wrote (89737)	12/10/2000 12:19:16 PM
From: M. Charles Swope	Respond to of 152472

The fact that the judiciary's role in the election mess is getting so much attention here is interesting in light of the fact that QCOM's fate depends to an unusual extent on its ability to convince courts all over the world that it owns enough intellectual property in the CDMA field that anyone using CDMA in any guise needs a license from QCOM. I realize that QCOM has prevailed in the courts up to now, but is anyone else worried about the possibility of some adverse decision somewhere in the world that would allow another company to produce a workable CDMA phone without a license from QCOM? The comments the other day in connection with the AWE announcement that WCDMA is a completely different technology unrelated to QCOM's CDMA, whether true or not, indicate that some are still willing to fight the QCOM IP position. Now, please, don't misinterpret what I'm saying. I am long QCOM and intend to stay that way for some time. I am merely asking to hear some opinion on how to deal with QCOM's need to have the support of the courts to maintain its position. It seems to be betting the store on its ability to win IP cases all over the world. This will be even more so after the SpinCo deal is done. A last thought. Its cross-licensing arrangements with other IP owners, like TI, may be an answer to my concern. Charlie

To: Pierre who wrote (89737)	12/10/2000 12:57:28 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 152472

""The Scalia decision and order firmly places the Supreme Court in the political quagmire, instead of remaining above it. ..."" Assuming that countinuing the "undervote" count gets blocked 5/4, why not wait to see the complete rationale behind this weeks coming opinion, rather than get carried with the very brief language used in the temporary order? The majority will not make a decison without solid basis in the law. There reputation in history will largely be decided not by their vote on this case, but the rational they use.