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To: Ruffian who wrote (20195)	12/21/1998 6:01:00 PM
From: Gregg Powers	Read Replies (2) \| Respond to of 152472

Simple concepts, complicated negotiations. Let me get this straight. Prior to last week, NTT DoCoMo was exclusively considering W-CDMA as its 3G alternative. Subsequently we now see that NTT DoCoMo is considering modifying its proposed standard to something else. Several rhetorical questions: /1/ If the IPR positions are as represented by Ericsson, i.e. ERICY does not need QC's IPR to do W-CDMA, what dynamic is prompting its customers to modify their technology strategy? /2/ How do you think Ericsson's customers feel about basing their business plans on a technology pathway that was promised but now proving to be undeliverable? and /3/ If Qualcomm has the blocking IPR that one can reasonably infer from the above developments, what incentive does the company have to compromise? Said another way, other than the painful PR being bandied about, why should someone with four aces be willing to share the pot? Happy Holidays to all! Gregg

To: Ruffian who wrote (20195)	12/21/1998 6:14:00 PM
From: JGoren	Read Replies (1) \| Respond to of 152472

"Two standards—cdma2000 and W-CDMA—now are likely to be adopted in Japan, but the Japanese also know convergence may be the only way to solve intellectual property rights issues." Translated, DoCoMo figured out that Ericy has been misrepresenting the IPR situation and cannot deliver the promised W-DCMA. DoCoMo wants a single integrated standard because it realizes that there is no W-CDMA without Qualcomm's IPR. Furthermore, Japan does not want to be tied to one standard that is not universal and, if it has the wrong standard, end up in the situation it finds itself presently, having a standard that cannot generate manufacturing and marketing revenues outside Japan.