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


To: Jon Koplik who wrote (13416)8/6/1998 11:33:00 AM
From: mmeggs  Read Replies (1) | Respond to of 152472
 
Do we really think there will be one, and only one, winner in all this?

Q's IPR is not going to vanish, ERICY is not going to just cave and say "Okay, ya' got us, here's that big pile of cash we owe you, sorry about the mixup."

This market is too huge for one, two, even three major presences in wireless architecture. Only an idiot can think that there is no IPR infringement with W-CDMA. (Don't you think they could have at least tried to excise the "CDMA" from the name???) But I think it is unrealistic to think that ERICY is going benignly abdicate from its perceived position as wireless kingmaker.

The solution? A negotiated settlement, the terms of which I have no idea, but which would allow each company to claim victory. Q gets to talk about the integrity of its vision of CDMA and recogntion of its role as the Creator, E trumps up the fact that their standard has been vindicated, blah blah blah...

Q however, being a much smaller company, will see a much more significant impact relative to E.

IMHO.

mmeggs



To: Jon Koplik who wrote (13416)8/6/1998 12:20:00 PM
From: Sawtooth  Read Replies (1) | Respond to of 152472
 
<<I find it interesting to consider who I have perceived to be the enemy. ..... First, I thought it was MOT. ..... Then, I thought it was ERICY and NOK.A. ..... But, now I think it is only ERICY ..... Any thoughts out there?>>

The same thought I've had through all of this from the beginning: "right or wrong", moral/ethical/legal/dark side:bright side/truth:deceit/good guys:bad guys/David - Goliath .....

I (do) trust that QualComm management will choose their battles wisely and in the best interests of their owners.



To: Jon Koplik who wrote (13416)8/6/1998 7:49:00 PM
From: Maurice Winn  Read Replies (2) | Respond to of 152472
 
The enemy is the collectivist. The State. It can be our enemy or friend. Our fear is that it will be the enemy. Our assumption is that it is our friend.

Ericsson is just another competitor, who, if patent law is upheld and civilization remains on earth, will have to pay the piper or go into making deerburgers instead of wireless. Ericsson is not the enemy.

It seems their strategy is simply to go on blustering while selling GSM flat out, spreading FUD all the while on cdmaOne. Then they will demonstrate their 3G-W-CDMA-VW-SETI sytems everywhere they can. Then they will claim immunity against Qualcomm's unfair, discriminatory, greedy, selfish, anticommunity, antiprogress, monopolistic, economically destructive, counterproductive, unreasonable and anyway invalid claims under European patent law.

"If it please the court, L M Ericsson has substantial investments as do hundreds of millions of good, honest, democratic citizens and voters across the globe in GSM and the most suitable progressive system, Ericsson's W-CDMA. Qualcomm should not be permitted to destroy these investments and hinder progress in a monopolistic fashion. We seek relief from Qualcomm's injunction and arbitration by the court on a reasonable compensation to Qualcomm in recognition of some early patents they claimed on a few aspects of CDMA."

Don't be too cocksure about the outcome. Confiscation of private property in the interests of the public good is still endemic. The hundreds of millions of dead people strewn from one end of the globe to the other in the interests of the greater good did die in vain.

In New Zealand, the USA, Europe, China, Japan, Korea. Everywhere. To a greater of lesser extent. Janet Reno, while Bill is sidetracked on more important matters demanding the attention of Congress and the USA people, is busy ensuring that evil monopolist $ill Gates gets his dues. To the cheers of many on this thread.

Well folks, here we are again.

Good luck! You'll need it.

Mqurice
Message 5431117
More on the standards, plus ASIC and many other developments. Worth reading! Maybe already posted here.