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

To: Ruffian who wrote (17234)	10/27/1998 3:06:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Michael, Regarding the last sentence: "Given the glittering prize that third generation represents, attempts by any party to hinder the development process will likely be regarded with considerable disfavour by the growing majority which supports the ITU approach." These people make me sick! You also picked that as the most obnoxious as I hadn't seen your second post until I'd already copied ready for pasting the last sentence. The 'glittering prize' they are talking about is subscribers as though subscribers are some pig to be carved up for the gang to feast on. Well, if there is any prize giving, where awards are handed out [preferably purchase orders for cdmaOne and cdma2000 equipment], it is QUALCOMM who deserves the prizes. The 'growing majority' sounds like some kind of slavering mob! They can take a running jump. They can have 'considerable disfavour' meetings with each other for 1000 years. Their worry about L M Ericsson hindering the development process of cdma2000 is accepted as reasonable and perhaps they should pop round to L M Ericsson's headquarters and lob a few hand grenades in the windows to soften them up. Or do you think they were talking about Nokia or some other of the 'holdup' gang? Who the hell do they think they are? Hooray for Charlene Barshefsky - she's telling them what's what. Leland, while there are maybe lots of ways of achieving a particular outcome, the fact that all these telecom companies have deferred to QUALCOMM's expertise and those who didn't, [namely Motorola and Nokia on ASICs], have had big problems leads me to the conclusion that it simply is too hard. Oki has packed it in as too hard. Motorola has had their infrastructure pulled out from Primeco. They never did get their handsets going. Nokia has had rotten cdmaOne ASICs and resulting poor cdmaOne handset sales. QUALCOMM has been successful in all spheres of cdmaOne and is now moving to success on infrastructure manufacture. They have yet to prove themselves as network operators. NextWave failed, although they still hold a bunch of spectrum. Now Leap is having a go. Bear in mind that cdmaOne has been on the go for nearly a decade, with licensees signed early in the decade, so it didn't come down in the last shower. There has been huge incentive for L M Ericsson, Nokia, Motorola and others to develop their own ways of doing CDMA direct sequence spread spectrum without reference to QUALCOMM's technology. Nobody has succeeded. Nobody has even succeeded with a QUALCOMM licence showing them how to do it - they have had to buy QUALCOMM ASICs. L M Ericsson doesn't have a snowball's chance in hell of successfully arguing that they invented soft handoff for CDMA in mobile, or multipath signal collection, or power control or much else in the CDMA world. Dave suggests that the legal systems operate on flippism [the judge just arbitrarily gives the nod to one or the other on a toss of a coin] - the idea being that court outcomes are completely unpredictable. Well, we could sack millions of lawyers and check out the chicken entrails and tea leaves if that's the case. Of course in grey areas there might be doubt, but I have read the patents, read Dave's stuff and all the rest and can't see any reasonable doubt. I'd have sold my shares if I could. If the USA government had expressed little interest I'd have been worried too - I've been going on about monopolies, Janet Reno, Microsoft, how QUALCOMM will be impinged with that thinking, USA support for QUALCOMM, Al Gore's interest in QUALCOMM, Brent Scowcroft on the board, Bernie Schwartz a big supporter and Democratic donor, USA support for the Rostov prisoner from QUALCOMM for over a year. All the support for QUALCOMM is coming in. The market is supporting QUALCOMM as the one with successful technology. Licensees have put up their money. These plenipotentiaries can take their committees and shove them! Mqurice