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

To: Clarksterh who wrote (19504)	12/10/1998 3:06:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 152472

To: Marc Cabi The Korean Won has appreciated about 12.5% over the last few weeks. That in itself will result in 12.5% increase in royalties.

To: Clarksterh who wrote (19504)	12/10/1998 3:18:00 PM
From: Gregg Powers	Read Replies (2) \| Respond to of 152472

Clark: I was reacting to the following comment: <<I base this on the assumption that the ITU throws out standards if there is the slightest IP contention (so Ericsson has just as much sway with ITU as Qualcomm)>> To reiterate...I do not believe that the ITU would throw out a standard based on a modest IP issue...because there are almost always IP issues surrounding complex technologies. Recall the early days of IS-95 when IDC was claiming critical IPR...the standard was finalized prior to resolution because the patents were on the margin and not central to the technology. I believe that the Ericsson marketing engine is attempting to play this issue out in the court of public opinion...positioning Qualcomm as an economic terrorist and ERICY as a rational and reasonable negotiator. Just recall the comments from some of our European friends immediately after the Ericsson release. Do not underestimate the corporate desire, and mandate, to save face. In any event...peace my friend...I have no wish to quarrel with you!