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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: Raymond who wrote (1053)	11/18/1997 6:06:00 PM
From: P2V	Respond to of 5390

Hello Raymond, I'm current lurking on the QCOM & Ericsson threads, trying to evaluate the companies, and educate myself in the various technologies mentioned on the two threads. I have read the herring article, and don't understand what your "pancake" and Microsoft references mean. Should I burn my herring magazine and eat pancakes ? Thanks, MM

To: Raymond who wrote (1053)	11/18/1997 8:29:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 5390

MM- Lot of comparisons have been made to QCOM being similar to MSFT in that they have licensing rights to a product that will dominate the marketplace. The theory is that IS-95 will be the dominant wireless technology and everyone will end up paying Qualcomm. This scenario is overly optimistic and wishful thinking, but that is why the comparison is made, I have not made it. The "flat world" or pancake comment was made by Dr. Irwin Jacobs of Qualcomm when he stated that some people still don't believe IS- 95 cdma is a superior technology and also believe it will nevr be competitive on a large scale, "Some people don't quite learn. Some people believe in a flat world." He went on to say that GSM is Qualcomm's chief competition.