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

To: Maurice Winn who wrote (13919)	8/18/1998 8:28:00 PM
From: Drew Williams	Read Replies (1) \| Respond to of 152472

Maurice, as usual I agree with you. Once the demonstration projects show how CDMA can work, their customers are going to say, "OK, when can you deliver a system?" Then it is up to ERICY to deliver, and QCOM will be holding all the cards. It seems incredible to me that ERICY would go this far out on the limb without having something in their back pocket, but stranger things have happened.

To: Maurice Winn who wrote (13919)	8/18/1998 9:40:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

Maurice - I agree that the pressure could blow up in Ericsson's face, but it could also result in more pressure on QCOM like the Korean manufacturer who said 'QCOM's rates are too high - other manufacturers aren't charging that much.'. Like it or not Qualcomm can't fight 50 battles at once, and not many are likely to come in on their side just as no one comes in on the side of the rich during tax hikes. But it is a risky strategy for Ericsson because the people newly involved could get mad at Ericsson for selling them a system that is hung up. I suspect Ericsson thinks that they have a better chance because they are bigger, better at spin (where do you think the Forbes article came from?), they will be talking daily to the new players, and everyone hates the rich guy. All just speculation. Clark