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To: J.B.C. who wrote (17587)	11/3/1998 2:22:00 PM
From: Jon Koplik	Respond to of 152472

To all - since it seems to be "let's gang up on Tero" - day, I'd like to add my own "two bits." First, I thought Tero was an "agent" of either Ericsson or Marc Cabi (same thing (?)). Then, I was convinced that Tero is just someone who is "really into" Nokia (the way a lot of us are "into" Qualcomm). Then, "Dave" started "erupting." After a certain point, I found it hard to believe he was busy working and going to Law School, and having time to post things here that seemed more intensely researched than most Wall Street "research." So, Dave was now (potentially) an agent of Ericsson and/or Marc Cabi. Then, Dave faded into the background, but, now Tero is back "full steam." What is going on ? Are we supposed to be (maybe) so distracted and time-consumed (typing responses to Tero) that we will forget to listen to the conference call ? Anyway, Tero, whoever you are, we'll see in a few hours (maybe) how Qualcomm is doing right now. Jon.

To: J.B.C. who wrote (17587)	11/3/1998 2:31:00 PM
From: tero kuittinen	Read Replies (2) \| Respond to of 152472

I've seen several articles detailing the resentment current Korean licensees feel about the amount of money they have to pay. This ties directly into W-CDMA debate... the Korean companies would not be involved in developing W-CDMA products right now if they did not feel that this could be an escape hatch from inordinately high IPR costs. Apparently the Korean comapanies are ready to support W-CDMA even if it's not compatible with IS-95. Maybe "hate" is too strong a word. But resentment is accurate. The Korean quotations in news items on this law suit use pretty strong language... there's little love lost between Qualcomm and the Koreans. The importance of the Motorola deal is that it is the first real break of a Western handset company into this relatively large market. These deals most often lead into follow-ups. If Motorola is three years behind Qualcomm in developing CDMA handsets isn't this turn really surprising? I don't know whether being entangled in constant lawsuits is the normal way of conducting business... I can't recall when Nokia was hit by one. Tero