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

To: saukriver who wrote (97478)	4/15/2001 10:28:08 AM
From: foundation	Read Replies (2) \| Respond to of 152472

"..Qualcomm's stock will languish until it can be explained easily to the non-technically inclined..." <g> Perhaps you should condsider selling and moving on.... If you were to have your wish, it would be many times its present price. The market makes you pay for the certainty you seek - when you have all the analysts barking a simple, one-line explanation of Q's status... it will probably be time to sell - not buy. <g>

To: saukriver who wrote (97478)	4/16/2001 10:14:07 AM
From: carranza2	Respond to of 152472

It doesn't matter what the expiration dates may be so long as the Q's patent portfolio is sufficiently strong so that it can demand royalty rates and licensing fees for use of the entire package. The question, then, is the portfolio strong enough to support Q's demands after the CDMA heart and soul patents expire? I suspect so, particularly in view of the HDR patents. If the portfolio were weak, or based mainly on patents which are soon to expire, I doubt that Q would have many 3G licensees. It still is a good question, and it deserves discussion.