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

To: DWB who wrote (19923)	12/17/1998 12:37:00 PM
From: Jeff Vayda	Read Replies (1) \| Respond to of 152472

Does not take a careful analysis to see which side of the fence this article was penned on. I wonder what the release will say... Jeff Vayda

To: DWB who wrote (19923)	12/17/1998 12:59:00 PM
From: DaveMG	Read Replies (3) \| Respond to of 152472

I think it's very possible that we have incorrectly judged what NTT's response will be. They are in the position, as is Ericsson et al, of needing to create an advantage for themselves out of this situation. Capitulating to QCOM and CDMA2000 doesn't help them at all with respect to DD/IDO ( Did I get the names of these companies right?). Dave

To: DWB who wrote (19923)	12/17/1998 2:35:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

Does anyone think that any announcement between ericy and q would wait for after options expiration? If so something should happen early next week. Caxton

To: DWB who wrote (19923)	12/17/1998 9:09:00 PM
From: Maurice Winn	Respond to of 152472

Thanks Daniel: "...Industry executives say the battle pits an increasingly desperate Qualcomm against mounting international support for a rival standard that would make Qualcomm's existing technology significantly less attractive to operators, if not obsolete. Qualcomm has mounted a vociferous counterattack, appealing to the U.S. government to defend it from what it says is anti-competitive behavior, a move that has had repercussions on U.S.-China trade talks." ---------------------------------------------------------------- Obsolete? And the networks aren't even built out yet? Increasingly desperate QUALCOMM? They must be confusing Ericy's desperation with QUALCOMM's calm continuation of cdmaOne and cdma2000. There is an international conspiracy to steal Q! property, but look who's on Q!'s side. Sure enough, Bill Clinton and Al Gore, Charlene Barshevsky and a political, legal and military system which is being demonstrated on Iraq at the moment. France has called for the USA to call off the dogs. Well, if SETI and the Groupe Speciale Mobile [GSM] gangsters try to steal QUALCOMM property, guess who will wag a warning figure. Bill Clinton will be looking for another 'rally the troops' issue to distract everyone from impeachment and to make his name in history. He won't let a Congressional Medal of Honor winner be ripped off by the GSM and VW40 crowd. Bill will wag a finger firmly. Meanwhile, NTT is losing ground in the cdmaOne race. VW40 is going nowhere. ITU doesn't know what to do and hopes for an agreement. GSM operators in Europe are running out of space and time. cdmaOne is developing quickly as is cdma2000. Nokia has got all bases covered. The pressure is going to be most felt by Ericy. Expect a fig leaf soon. I suppose this pressure from NTT and other operators could be used as one = "Okay, we can't have this absurd delay which QUALCOMM is forcing so selfishly on the whole industry, whole world and all the consumers. We will sacrifice VW40 chip rate and use the inefficient QUALCOMM idea. The operators are desperate and we must produce what they want. So we will accept the lower chip rate, we'll accept 3% royalties, discounted for early SETI approval of the standard, provided we can attach these bells and whistles and call the new standard "W-3G". Q! will say "Okay, you win". $80 by 31 Dec. Mqurice