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

To: JMD who wrote (11124)	6/4/1998 2:23:00 PM
From: Ruffian	Respond to of 152472

BEFORE READING THIS THREAD, I THOUGHT TIMOTHY LEARY WAS "TECHNOLOGY" NOW ITS TERO

To: JMD who wrote (11124)	6/4/1998 3:14:00 PM
From: bananawind	Read Replies (4) \| Respond to of 152472

OK Mikey, you can be the official techno-dolt, and the rest of us, Tero excepted, can just be plain old dummies. While we're scenario writing, Tero, here's one dope's vision. -Before the trial starts Ericsson and Q decide to settle. Ericy licenses its soft handoff IPR in return for Q granting them a royalty bearing license (ala Phillips settlement) to manufacture infrastructure and subsciber units under the W-CDMA standard, provided it is backward compatible with cdmaOne. Although Q gives ericy the same rate it will eventually agree to charge all licensees (lower than current royalty rates), the economics of the cross license works out to give ericy a slightly better deal than most others. -Ericy triumphantly claims victory. And it is. They now have a slight cost advantage over all competitors except QCOM. -QCOM announces it will agree to license all comers under the cdmaOne- compatible W-CDMA standard. Existing IS-95 licensees will be permitted to manufacture to the new standard under their existing agreements, but at the new, reduced royalty rate -Wall Street will initially interpret this as a decrease in revenues for QCOM due to the lower royalty rate. Stock falls from mid-60's to high 50's. Only after a few more press releases and 500 SI posts will it become clear that Q will be taking a smaller cut of a market approximately three times larger, which will result in royalties nearly doubling. Stock gaps open up 10 and runs straight to the mid eighties that day. (Gee, Tero, as long as we're pretending we can predict short-term price movements, we might as well write scenarios that will juice the day-traders too!) -Mikey is nominated professor emeritus at MIT, Maurice gets a countrywide slice of spectrum at 98 cents a POP, Ramsey declares a ten-year vacation moratorium, and the SF Giants win the world series. NOTE: THE ABOVE SCENARIOS ARE FICTIONAL AND ANY RESEMBLANCE TO REALITY IS MERELY COINCIDENTAL (except the Giants part). DO NOT GET MY ASS IN A SLING BY MAKING INVESTMENTS ON THE BASIS OF SUCH SILLINESS. -JLF

To: JMD who wrote (11124)	6/4/1998 8:33:00 PM
From: waitwatchwander	Read Replies (2) \| Respond to of 152472

Surfer Mike, My apologies for the blatant invasion of your personal space. On this side of the 49th, it has become quite popular to use the politically correct term "challenged". I trust a derivative of this may be more appropriate in describing my dire telephonic abilities. I intend to dismantle a few phones over the weekend to peruse the chip labels. Hopefully, this will raise my TQ level closer to something of credibility. On this 3G issued, there is one thing that I have yet to influentially hear. I guess the splashes in the fiord were not loud enough. Even The Tero Discussions have failed to state (or realized?) that it was Qualcomm that initiated the current round in the GSM/CDMA War. While everyone else was scrambling to adapt to the changing landscape (or designing/building cdma phones in the case of a few smart ones), they had the gall to conduct The Newbury Trials. I believe, prior to that moment in time, 3G was a lurking dream. There wasn't even a debate. This flagrant attack of GSM territory is why the Swedes (and all the other GSM folks) are up in arms. Although, they were party to the building of their own bed, I do feel they do have some right to be upset with the progression of the game. Gregg has it right, the trophy of the day will go to the one who manages to save everyone's face. Anyway, at this time, I feel it is muchos nb for myself to become less telephonically challenged, especially in the area of GSM/CDMA compatible phones. Like it or not, it's guna happen. On the same vein, I have noticed that Omnipoint has been prolifically announcing GSM roaming agreements all over the world. Just another red herring? I don't know. But it sure smells like another major backdoor maneuver is in the offing. In signing off, I would only say that North of the Fourty-Ninth, we are more civil and have higher aspirations. Instead of Building the Wireless World, we are Building the Wireless Universe. The only drawback is that our Universe includes the I-77th element and excludes G*. Oh well, you can't have everything. Yours truly, nf PS - In addition to being phonetically challenged, I am also grammatically, poetically and orthographically challenged. I only hope my "Wireless Universe" comments don't get me into trouble with the man down under. And oh yes, the new FON network is very long overdue. The Great Digital DNA Revolution has finally begun.