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To: Gregg Powers who wrote (13404)	8/6/1998 9:39:00 AM
From: limtex	Read Replies (3) \| Respond to of 152472

Gregg - Ericsson - We have to assume that the Swedes have a plan. 1. Wait and fight it out in Court. 2. Assume they have some technological avoid the whole problem card which no-one at QC has thought of yet. 3. Make an offer for the Q at the appropriate time. 4. Get someone else with whom they see eye to eye to make an offer for the Q. 5. Have some kind of superior technology that isn't CDMA. 6. Maybe selling out themselves and just want some window dressing. What ever it is it seems to me they are unlikely to drive their comppany headlong into a QC brick wall. Should be interesting to work out their strategy. regards, L

To: Gregg Powers who wrote (13404)	8/6/1998 9:59:00 AM
From: tero kuittinen	Read Replies (3) \| Respond to of 152472

I think limtex has a point. Gregg, Bruce, how dumb are Ericsson? That's the key question here. Would they really be implementing W-CDMA in half a dozen key markets simultanously if they hadn't some way of wiggling out of this impasse? Gregg, I can see how ETSI would want to know Qualcomm's position on IPR even if the IPR is not fundamentally important. If circumventing Qualcomm's patents is expensive the W-CDMA people want to first make a reasonable deal with Qualcomm... and if that is impossible they will try to run around Qualcomm. And now Qualcomm has said that it will play hardball. What's an average investor to do in this kind of hairy situation? Well, it's pretty simple, really... Owning just Qualcomm seems very risky and hedging your bets by buying Ericsson is morally repulsive. So it's better to execute some sort of hedge by buying stock in a company that is poised to win big no matter what happens; maybe so that Qualcomm proponents would own 70% QCOM and 30% the hedge stock. The ideal hedge would be some company that is involved in W-CDMA but has also bought licensing from Qualcomm. Some company that builds its own CDMA chips and is a leading GSM manufacturer as well. Some company that is secretly preparing a worldphone incorporating both GSM and CDMA. Some company that will unveil new CDMA handsets in USA in the first half of 1999 based on a wildly popular new handset platform. Now, if only I could think of a suitable candidate... Tero