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

To: Joe NYC who wrote (15499)	9/25/1998 12:21:00 PM
From: marginmike	Read Replies (2) \| Respond to of 152472

To all My stockbroker(yes they do still have a use) recieved a solomon analysis on the wireless business. It stated that Digital infustructure, and wireless is in a good position. Nokia and Qcom are expected to beat their estimates! while erickson and Motorolla will not. He is sending me the report and I will post when I recieve. I think it explains good stock movement!

To: Joe NYC who wrote (15499)	9/25/1998 2:15:00 PM
From: Dave	Read Replies (3) \| Respond to of 152472

Jozef: I think Ericsson risks a lot more. Why are you limiting the fight to just Ericy? As of right now, Nokia, Ericsson, Alcatel, Siemens, Lucent, Motorolla, and others have not licensed out any patents the Q feels necessary for W-CDMA to work. The main point of your argument is the term if. If is not a fact. My main point is this, Qualcomm in unwilling to license their IP, which the Q claims to enable W-CDMA to work, to anyone. That is the fact I have been trying to state for a long time, but no one seems to listen. If W-CDMA can be deployed without Qcom IP...CDMA-2000 will be in process of being deployed in USA, Japan and probably most of Latin America. That is another un-substantiated claim. Why would a company, who is provided a clear upgrade path from their current, existing system switch to a new system. W-CDMA allows companies which system TDMA/GSM equipment to upgrade their existing equipment to W-CDMA. Next, with many manufacturers of W-CDMA equipment drives the prices down of that infrastructure. That is simple supply and demand. The only companies(in the US, of course) that I could see using CDMA-2000 are Sprint, Bell Atlantic, GTE Wirless, and portions of Airtouch since they are current CDMA(IS-95) customers. Now, about a hypothetical IP suit. I would not wish that upon the Q or any other company/ies. These law suits are usually long and drawn out and tend to allow all the parties involved to lose their corporate focus. Furthermore, have scores of patent and litigation attorneys are not cheap. dave