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

To: Valueman who wrote (16658)	10/16/1998 1:44:00 PM
From: waitwatchwander	Respond to of 152472

Valueman, There seems to be an inconsistency in your post. Let me see if I can get it on the table. The "turf", "world of hurt" and the "LUQNT EuroRoll" all sound reasonable assuming cdmaOne is on the truck. Now putting cdmaOne aside for a moment and looking at W-CDMA vs cdma2000, it is hard to see how one company has a big advantage over the other. If the two flavours are as similar as we have been led to believe, at this time, I fail to see how the initiating product development flavour is that significant. However, I would agree that as each party continues down their own development path the differences may accelerate and the starting flavour may become much more critical. Is this the crux of your post? The rest makes sense. I hope my mumbling makes sense. nf

To: Valueman who wrote (16658)	10/16/1998 4:54:00 PM
From: Maurice Winn	Respond to of 152472

Valueman, in 1996, L M Ericsson was trying to buy a licence from QUALCOMM. Your comments on who was working on what, when, makes me think that L M Ericsson was then planning on getting a licence which would enable them to build their 3G system and step right past the cdmaOne limitations on data rates. QUALCOMM was not working on 3G so much. So it seems that delays in 3G favour QUALCOMM as they can complete cdma2000, get it to market, while cdmaOne thunders on, gobbling GSM market share and L M Ericsson slides out the back door. We can dismiss L M Ericsson's ability to legally build a CDMA mobile system despite their latest lies about there being NO need for them to use QUALCOMM's property and what's more, QUALCOMM can't do cdma2000! So it seems that QUALCOMM might have led L M Ericsson to abandon GSM even before they had a CDMA road to travel on. Wow! I hadn't thought of that and it does fit. Now THAT is hardball. Poor Ericsson. So far, Motorola is on the ropes, Ericsson on the skids, Philips/Lucent handsets problematic, Nokia handset dodgy, plenty of other handset and infrastructure producers. QUALCOMM doing pretty well everywhere. The Q is heading for being Number One supplier in the CDMA world. Now, two posts back, www3.techstocks.com we see L M Ericsson saying they won't let QUALCOMM do cdma2000. What a laugh. They are getting desperate. The Q can simply roll on with cdma2000, take up the court challenge when it comes, probably win or at the very worst have to pay an engineering design fee to L M Ericsson [in the same way that L M Ericsson patronisingly said they would be happy for The Q to get a small fee for helping with CDMA]. If The Q wins, L M Ericsson will be up the creek without a paddle. This is fun! As Irwin says, the fun is just beginning. I didn't realize how cunningly QUALCOMM had handled these negotiations. Mqurice