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

To: JMD who wrote (11000)	6/1/1998 2:01:00 PM
From: Gregg Powers	Read Replies (3) \| Respond to of 152472

Michael: In the final analysis, no standards organization can force Qualcomm to license its IPR. On the other hand, Qualcomm doesn't aspire to spend the next half-decade litigating to enforce its patents. Both sides will continue to evaluate the cost-benefit equation and, presumably, act it their best interest. I am amazed that people miss the obvious. There would be no standards debate if QC's IPR wasn't essential. If it were possible, Ericsson would have simply promulgated a new standard that disenfranchised IS-95 and rammed it through the European community. So, QC has good leverage, but is also in a serious dogfight. As a long-time holder, my nightmare scenario is that in winning we lose. What do I mean? Ericsson has earned its powerful GSM franchise, but now it must face the loss of its hegemony at the hands of Qualcomm. I worry that if QC's victory is too complete, given the modest market capitalization, Qualcomm will be inviting, worse even forcing, Ericsson to acquire it. We have been investors here too long, and suffered to much angst and anxiety over the investment, to get cashed out in the $80s. I know some would applaud, but then again, these are the same people who really don't understand their investment. Best regards, Gregg