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To: KyrosL who wrote (7956)	8/29/2001 6:30:01 PM
From: carranza2	Respond to of 74559

It would be difficult to respond to you without engaging in a detailed analysis of the patents, which I am not qualified to do. However, circumvention did not work for the WCDMA cabal. Moreoever, Q has a tremendous advantage in that it clearly sets the world standard for anything dealing with CDMA. It is a difficult technology to master, a fact that also will keep Q ahead of the pack for a long time.

To: KyrosL who wrote (7956)	8/29/2001 6:57:26 PM
From: LLCF	Respond to of 74559

<Technology is moving too fast for any one company to lay claim to a fundamental technology for more than a few years. QCOM's "all or nothing" strategy does wonderful things to its image as a prolific innovator -- look! everybody is paying for ALL our patents. But, I think, the patents people are paying for are a few key early nineties patents that enable practical use of CDMA in mobile telephony; the rest can be circumvented.> That's why when Ericson capitulated and made a deal with QCOM, the shareprice rocketed... revenues have followed. Ironically the current downturn may be perfect for QCOM in the long run because wasting money on better or sideways technology to avoid fees will probably take back seat. BWTFDIK, and certainly I don't expect the chinese to pay anything if they go into a recession... they'll just thumb noses at any agreements as I'm sure other 3rd worlds will if things get bad enough. DAK