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

To: Ramsey Su who wrote (8687)	2/19/1998 10:04:00 PM
From: Maurice Winn	Respond to of 152472

Ramsey, the best defence is critical mass. Qualcomm can attract the best people who want to be on the leading edge, not the legacy GSM or dreamworld vaporware wideband TDMA/CDMA never never land project. While the patents are no doubt useful, they can't patent the maths, or chips, or software, or power control in a complete roadblocking move. Being an expert in the field!! Well, it sounds like a good guess. The real problem is to figure out how on earth to do it and actually make it happen. Qualcomm raced past while Godzilla slept and grunted from the primeval swamps that it was best to live in the swamp forever. Their customers are now deserting in droves. And Godzilla is struggling to escape from the swamp. But its tiny reptilian brain is not used to moving on the hard, fast landscape of the svelte. I suppose Qualcomm should offer 10% since they didn't like 5%. Give them 6 months to think it over. Then offer 9%, reducing every year for 10 years till it reaches zero when the patents expire. 10% sounds cheap to me. Architects get something like that for a prosaic building which is hardly the height of innovative thinking. Half the time they design an ugly building on a lunch napkin then hand it to their draughtsman to fill in the pipework, partitions and wiring. If Ericsson goes it alone, inventing their cdmaTwo, they will have lost nearly all their market share before they roll it out in 3 years [allowing that they can do it 3 times faster than Qualcomm did]. They then have only 5 years to run before they could have got Qualcomm patents at no charge. They'll have to rebuild market share, possibly with a defective technology. 10% or Hell sounds good. Well done. Nice round numbers. Mqurice Ewe-cdmaOne at 10% royalty is the way to go as suggested. Boy it's hot! Off to Piha. Northerly today, sunny, so there should be orthogonality in wave functions and photonic interference. Erlangs ho~! Eat your heart out MikeD! [thanks Langholtz]