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

To: puzzlecraft who wrote (97079)	4/6/2001 10:38:42 PM
From: grinder965	Respond to of 152472

puzzlecraft, JMO but NO! If the license holders are bailed out, then we can expect more of the same to continue indefinitely. The events of the last several months have convinced me of the GSM Guild's and DOCOMO's vision of the future....and it doesn't include sharing much with the Q. The Q now definitively knows this. They are, in essence, engaged in a "winner take all" battle for control of the wireless world for the next ten years. Most of us are familiar with the Q's strengths such as technical superiority, patent portfolio, time-to-market advantages, cdma experience, ability to execute, etc but it's the areas where they are vulnerable and their ability to strengthen them that hold the key to understanding how this will all unfold.

To: puzzlecraft who wrote (97079)	4/7/2001 8:09:14 AM
From: Dennis Roth	Read Replies (3) \| Respond to of 152472

How is that fair to the firms that dropped out of the bidding as the prices rose too high? Why should a competitor be allowed to win a license by outbidding me, then after winning the license get to pay less than he bid and keep the license? The winning firms went into these auctions with their eyes wide open. No one forced them to bid so much. Yes it might have been a slight plus for QCOM if these had all been beauty contests, then Nokia would not have had to offer so much in vender financing. Suppose you went to an auction and were bidding on an item. When the bidding got to $30 you dropped out. The winning bid was $40. Then after the auction the winner began to whine and was allowed to pay only $20. How would you feel? To me this is a matter of fairness and justice, not a few pennies on Q's bottom line.

To: puzzlecraft who wrote (97079)	4/7/2001 1:14:16 PM
From: Jack Bridges	Read Replies (1) \| Respond to of 152472

Better that they should have less money to work on WCDMA, so they can sober up and get on with CDMA2000. Remember, the U.K. Radio Authority, after full input from operators and vendors, decided in its infinite wisdom that the free market should be allowed to function just this once. Blair's Labor government thought that this was dandy, as it would give them maximum do-ray-me to beef up social programs. Remember also that Vodafone and QCOM conducted a successful trial at Newbury in 1998, establishing that the least expensive and most timely way to proceed was by overlaying CDMA on GSM. The U.K. auction was embellished with all the glory of contract law and to the detriment of losing bidders. Why even think about unscrambling this egg?