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To: DaYooper who wrote (39011)2/6/2001 10:20:45 PM
From: Eric L  Respond to of 54805
 
DaYooper,

I think I HAVE read that article (not just the summary you linked).

All should be forewarned.

Matt Hoffman of Wit Soundview is quoted.

Hoffman is a notorious QCOM Bear ... sort of as Per Lindberg is a notorious Nokia Bear.

Hoffman has one theme: "QCOM will receive as much as 3% points less royalties from WCDMA than from CDMA 2000, regardless of what Dr. J claim, because Ericsson and others will collect their share."

Some of his rationale for his statement is sound ... some is not.

He's all over, and should be taken with a grain of salt.

- Eric -