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To: tero kuittinen who wrote (1272)	12/19/1998 2:21:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 34857

Tero - Nice to hear the opposing viewpoint. But some comments: Of course they make non-committal, neutral press releases - they can hardly name themselves "Friends of Ericsson". By appearing objective and unbiased they gain the kind of credibility they are going to need when they crack down on Qualcomm. I'd say they are fairly effective - their declaration has already been seen as a rebuke for Ericsson. Unlike Gregg I do not view the press release as a sign of the death of W-CDMA. And, I concede that this group may put pressure on CDMA-2000, but as for the actual splitting there are really only two ways to interpret it: either it is an actual schism in the Ericsson camp, or it is a conspiracy concocted with Ericsson to make an apparently neutral camp which is really pro-W-CDMA. Either way the Ericsson camp is worried. For God's sake, didn't you notice Qualcomm's stock price plunging immediately after the announcement and Ericsson's rebounding from their day's lows? Without doubt Qualcomm has an image problem (Ericsson is very very good at what they do). Thus even a mildly ambiguous news release is likely to be interpreted as bad news for Qualcomm. The drop in price yesterday, if it has any meaning at all, is just a sign of Qualcomm's image. In Qcom thread this has already been labeled as a move from a conspiracy trying to drive down Qcom price to make big purchases. Looking at the stock charts from the last two years I have to say that the conspiracy has been highly effective. While generally not a participant in that new American pastime of inventing conspiracy theories, this is an exception to some degree. Most American conspiracy theories involve massive groups of otherwise unconnected people operating in concert and in secret, but in this case it involves only one very powerful company and one or two complicit (consciously or otherwise) analysts. There are numerous examples of that sort of thing happening in the past (didn't some ADM exec's recently go to jail for price fixing? I don't mean to imply that this is of the same magnitude legally, but from a management standpoint it isn't any more difficult.). From talking to some reliable sources it is almost without doubt that Ericsson has taken a very active, not passive, role in trying to make IS-95 fail. Clark PS A thought question - why is it that as time gets short we see a flurry of announcements from the W-CDMA camp, but none from IS-95 except as calmly worded retorts? I suspect that this is a subtle sign of mild panic. I predict (going out on a limb here) that this will heighten next in the next two weeks (i.e. before the end of the year) with at least 4 different 3g announcements by companies and groups that are or were part of the W-CDMA camp. However there will be none by Qualcomm except as retorts to the former.

To: tero kuittinen who wrote (1272)	12/19/1998 5:08:00 PM
From: Maurice Winn	Respond to of 34857

Tero, "When the chips come down it is going to look like Qualcomm against 50 leading telecom companies and consortia. Good luck." No, it will be QUALCOMM and the USA government, Britain, Japan, Korea, Taiwan, New Zealand, Australia, Canada, and a few more versus a bunch of IP bandits. Iraq did an oil banditry. Sure, politicians in Russia, France and China like Saddam and think the attack is all a grave injustice by the USA, Britain, Japan a few others and New Zealand [we just need to change the oil in one of our old Hercules and then we'll be heading that way again - we got all the way there last time before Bill C pulled the plug on the operation]. If Saddam had always kept his oil supply and uninterrupted military development, he would make Hitler look like a simpering baby by now. Saddam personally pulled out a gun to kill people. He arranged for his two daughters' husbands to be murdered. His grotesque son Uday stamped on some ill-mannered person's spine with no physiotherapy training to ensure damage was not too bad. After courts have adjudicated on ownership of the cdma property related to cdma2000 and cdmaOne, you can expect all the force that is necessary for the USA to ensure those decisions are respected. The USA is right now proceeding to bring down their President for telling a porky in court about his relationship with a girlfriend. Hardly the crime of the century you know. Especially as being pedantic, he was truthful. These people are litigious and have moral certitude. That's why their films are full of court material [Perry Mason to Ally McBeal and the OJ drama] and good-guy bad-guy resolutions [Arnie and Rambo]. They aren't going to take kindly to a pack of alien crooks nicking off with the crown jewels from San Diego. The big question is ownership of the property being disputed. Texaco, Bill Clinton, Bill Gates, Saddam, Hirohito, The Waco Crowd and many others have felt the heat from a self-righteous USA political system. While the pressure might build slowly, it is wise to peer down the road one is on if one is in conflict with USA ruling political interests. There might be a truck coming the other way. Of course, we in NZ thumb our noses at edicts from the USA which conflict with our ownership of our own property and democratic self-determination. They don't dare take us on! They grumble loudly, but focus instead on Saddam and the real bad guys like Ericy, Nokia, the SETI and EU bandits. The big point about the latest NTT led comments is that a single standard is being required. Not a proliferation. You can be sure that is the direction it will go. The question now is what will be the chip rate and synchronicity [of base stations and WWeb] in a harmonious royalty bearing relationship with the people who invented mobile CDMA. Maurice PS: Why would you buy Q! AFTER something has gone wrong for them? Normally it's better to buy just BEFORE something goes RIGHT!