Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gdichaz who wrote (14586)	9/4/1998 1:57:00 PM
From: bananawind	Read Replies (1) \| Respond to of 152472

Chaz, Based on the North American GSM Alliance's response to the Senate Resolution (posted previously on the thread), the story seems genuine. As for understanding Ericy's strategy, it seems to me they are desperately searching for a way to preserve their tdma/gsm franchise, and are willing to engage in just about any kind of shameful act to do so. Their conduct vis-a-vis Qualcomm and cdma is something I have never witnessed before in companies of this size. One of the things I put a lot of weight on in evaluating a buy candidate is management's integrity and whether or not they are open and straightforward in their dealings with shareholders, employees, customers, etc. Business cultures that tolerate dishonesty will sooner or later get what they (and their shareholders) deserve. I say this because doing business with someone, regardless of contractual legalities, almost always involves large elements of trust and good faith. If I am one of Ericy's customers and see that SOB lying his butt off about QCOM's IPR (which MY lawyers confirmed the validity of last week), how am I gonna feel the next time he is across the negotiating table from me? One thing is certain - this little drama (comedy or tragedy?) will someday make one heck of a case study for future generations of B-school students. Have a nice weekend everyone. Looks like good winds and 3 days of sailing for me. Too bad, Ramsey, looks like you will be busy servicing, er, shepherding, all those NZ sheep while Maurice relaxes on his new-paradigm putt-putt course, complete with reverse-spin-gravitation windmill bought with Alan $G Superdollars.