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To: Ruffian who wrote (18403)	11/16/1998 9:19:00 PM
From: JGoren	Read Replies (2) \| Respond to of 152472

The balloon that is Ericy's campaign of misinformation is about to be punctured. A major foreign carrier is likely to back away from W-cdma. I would assume that the PR boys will do their best to couch the announcement as subtly as possible--in order to save face. However, Qualcomm fans, and the rest of the industry (Ericy and its apologists excepted, of course) will understand what it really means: Ericy misrepresented it had its IPR act together and could implement W-cdma without Qualcomm's IPR but the carrier now realizes that Ericy's representations were "mistaken" (to be charitable). In other words, there can be no 3G without Qualcomm. Christmas may come early; Chanukah, too. Or better yet, it would be a very welcome and appropos Thanksgiving present; then we might be able look forward to a Christmas or New Year's present of convergence. Don't get too excited. It will probably take more time for all this to come down, in view of the past history of how slow things actually move.

To: Ruffian who wrote (18403)	11/16/1998 9:20:00 PM
From: jpbrody	Read Replies (2) \| Respond to of 152472

Wall Street Journal article in tomorrow's edition: Qualcomm Clashes With Japan, Europe Over Cellular Standard For the most part, it's old news here. But it does have this one nice point: [Qualcomm] wants them to revise W-CDMA so that it will also work with CDMA. If they don't, it warns, it won't license them to use Qualcomm technologies it says are essential to W-CDMA. This is despite the fact that it would stand to make money selling licenses to both 3G technologies. In theory, this means that for DoCoMo to start W-CDMA service, manufacturers would have to violate Qualcomm patents first. Japan's submission to the ITU cites more than 1,500 Qualcomm patents that could be needed for W-CDMA; DoCoMo and Ericsson say, however, that W-CDMA doesn't rely on Qualcomm-patented technology. Hmm, DoCoMo thinks there might be 1,500 relevant Qualcomm patents. That sounds promising to me.

To: Ruffian who wrote (18403)	11/19/1998 1:39:00 AM
From: Rajala	Read Replies (4) \| Respond to of 152472

>>FT: "Europe trails US in competition . . ." I believe this report reflects pretty much the truth. Why Europe happens to lead US in the telecom sector is not so much attributable to European competitiveness but to two el stupido mistakes the US made: 1) US did allow for many standards (=> Europeans didn't and got the world standard PLUS a lot of benefits for the user, such as national and international roaming etc.) 2) The brainless bidding policy for regions in the States hinders the development of the States. Setting up a good quality wide coverage network should be supported, not punished, by the government. All IMO. - rajala