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

To: JMD who wrote (9095)	3/7/1998 7:22:00 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 152472

Mike, thanks for posting the GSM stuff. But it was all old hat. No worries. True enough that if Ericsson can do an end run [whatever THAT is!] around the plates, then Qualcomm share value might be nearer the wrong end of the range $1 - $1000. That's the sort of thing I'm hanging around here watching out for. I don't think Ericsson have a dog's show. CDMA is no longer 100 people working for a startup which nobody has heard of versus the rest. It is cdmaOne [check out the CDMA Development Group gang membership list on that] versus a GSM legacy system which even its owners admit is on its last legs though they are not shy about wheeling as much of it out the door as they can get away with. The threat you worry about is still vapourwear. Which has no merit over cdmaOne even if they do cobble together some Chicken Wire and Bubble Gum in a decade or so. But Qualcomm has IPR over Chicken Wire and Bubble Gum in CDMA combinations which work. Despite Ericsson having invented it, with patents which don't appear in the patent lists which we have all seen and despite having claimed for nearly a decade that it wouldn't work. No worries mate, Mqurice

To: JMD who wrote (9095)	3/7/1998 7:54:00 PM
From: Greg B.	Respond to of 152472

Mike: Amidst all this dizzying GSM spin in trade press, haven't heard a peep about CDMA overlay GSM capability. I find it hard to believe all that effort has gone nowhere. Anyone aware of a GSM operator planning to also deploy CDMAone and eventually employ the overlay? Also can't stop that little voice from chanting "Deep Pocket Partner", even while trying to drown it with vast quantities of Ripple. A price war is great for stimulating customer demand, or provoke consumers to switch to CDMA platform. But lots of cash is even better for "building out" to meet that demand. (Too bad that TRAC PR, trac.org didn't come out sooner.) Greg