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

To: Maurice Winn who wrote (13793)	8/16/1998 10:51:00 AM
From: Dave	Read Replies (2) \| Respond to of 152472

On topic rambling: I just thought of something and I was wondering if this has been talked about. As you all know, the ETSI asked QCOM to license (or was it give) their 10, or so, patents covering the new WCDMA standard. As we know, QCOM is refusing since WCDMA does not give their customers a clear upgrade path. There has been talk about why ERICY hasn't license out the Q's CDMA portfolio. Now, my question which I just thought of and posed to marginmike (who we are having a nice little debate about patents and stuff) is: Maybe Q wants more than money from ERICY, maybe as part of the contract Q wants a guarantee that ERICY will provide a clear upgrade path for the Q's customers.... What do you think of that? dave

To: Maurice Winn who wrote (13793)	8/16/1998 8:40:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 152472

Mqurice, If deflation is not an option how do you explain what is happening to commodity prices, prices of real, tangible goods? If the CRB drops just a little bit more it shall exceed 20 yr lows.Lack of demand for commodities caused by global economic contraction is leading to lack of income for commodity producers which is causing problems in Russia, Canada, Mexico, Arab countries, Indonesia, S. Africa, and the list goes on.In conjunction with the rising Greenback, these people have less money to spend and their creditworthiness diminishes. You can print all the money you want but someone has to lend it out.What happening is that there is a lack of qualified borrowers who are able to turn this credit into increased demand which is why all the money that's been printed is winding up in Euro and US financial mkts.I think we're now finding out this can't go on much longer without some alteration in this complex lattice of relationships.I'm certainly no economist but I'm willing to bet that 2% will turn out to be an overly optimistic number. It never ceases to amaze me that the same people who were claiming that high stock prices for American multinationals were justified because of their global nature now say that the rest of the world hardly matters..We'll see. dave