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

To: Dave who wrote (15533)	9/25/1998 8:17:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Dave: "If you can accurately predict the future, then I will give you all my money today and let you invest it for me. :^)" I wasn't suggesting ALL cases can be predicted. That is why there are courts involved in IPR disputes. But some things are really very clear. All the evidence is that Qualcomm has very strong patent positions. Recall all the licences paid for. Recall that L M Ericsson is trying to get an agreement from Qualcomm and has done for years. They don't do that because they believe Qualcomm's position is weak. Recall that Gregg Powers has hired independent patent investigators to check the strength of patents. Some things are clear and predictable. Some things are not. I can predict for you that the Dow will be somewhere between 6000 and 9000 on Monday. I can predict that Qualcomm will be between $35 and $150. I can predict the sun will rise tomorrow. I'm bringing up just L M Ericsson because they are the ringleader. They are the ones who make the absurd claims. They are the scum who need to be recognized as such. They are, like most people, not beyond redemption, but they are not doing very well so far. I explained to you in a later post that L M Ericsson having 1600 patents is irrelevant. Regarding size. You said: "By saying that "They have little negotiating strength." is highly inaccurate. All of the companies that make up the ETSI are combined, much bigger than the Q." Negotiating strength grows out of the barrel of a gun. The USA has Tomahawks. In civilization, we also use property rights, intellectual argument and thoughtful process. The size of the SETI gangsters is irrelevant. Thugs often are big and stupid. They use their size because they have little else going for them. Qualcomm is big enough to fund IPR defence in court and seek political support in Washington. Which it is doing. Successfully. You can look up the patents. They are all available. Mqurice

To: Dave who wrote (15533)	9/25/1998 8:20:00 PM
From: mmeggs	Read Replies (1) \| Respond to of 152472

I think the beauty of Q's position is that it doesn't have to prove anything in order to build a kick-as* blastin' 3g wireless system. No other company yet has said that they own IPR preventing Q from building cdma2000 systems anywhere they want to. (Though knowing Ericsson this is coming soon...) All proponents of W-CDMA must PROVE (most likely in court, in a several-year long process, if it comes to that) that their system gets around Q's IPR. Dave, it is nice to count patents, but in my opinion that is like arguing about who has a longer [deleted]. The size doesn't really matter. As Maurice said (and you are in fine form tonight Maurice) If ERICY owns a thousand, and Q only five, but ERICY needs those five, end of argument. Qualcomm has everything that they need.

To: Dave who wrote (15533)	9/28/1998 6:27:00 AM
From: Rajala	Read Replies (1) \| Respond to of 152472

Dave and others, >By saying that "They (ETSI)have little negotiating strength." is >highly inaccurate. All of the companies that make up the ETSI are >combined, much bigger than the Q. Dave is more than correct here. What some of you in the States, or in NZ, don't seem to grasp is that ETSI is big, yes, even bigger than Lewinsky. ETSI is not only the telecom manufacturers, its also the government bodies and telecom operators and GSM all rolled into one. Furthermore ETSI's status is much enhanced by the fact that its one standard policy is a big success. We may have a multitude of currencies, legislations and languages but we have universal roaming throughout Europe and most of the world. So the idea that W-CDMA is a struggle between ERICY and QCOM is complete nonsense. If or when QCOM sits at the negotiation table there will be busloads of people on the other side, starting from the entire continent's digital cellular infrastructure. Q's IPR case has to be pretty strong. - rajala