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

To: Gregg Powers who wrote (20198)	12/21/1998 7:01:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Now that NTT and co have decided as service providers that they want a single standard, could we take that as meaning "The market has decided"? Remember not very long ago, the GSM North Americans and Ericy and others, including those two silly professors, were all chanting, "Let the market decide!" Now that "The Market" has decided, what say they? I wasn't quite sure what "let the market decide" meant. There isn't any voting procedure to let markets decide anything. People make stuff and people buy stuff. Q! is making cdmaOne stuff. So are their licensees. Ericy is making GSM stuff. If it meant each company uses their IP any way they like and competes without any government restriction, with full trading rights on spectrum so it could be bought and sold, divided into smaller pieces or combined into bigger at the market price determined by willing buyers and sellers, not governments, then that would be fine. But that isn't what was meant. Anyway, whatever the definition, it sounds as though 'the market' is leaning in a particular direction. Let's see if Ericy cheer for the market deciding on a SINGLE CDMA standard. Mqurice

To: Gregg Powers who wrote (20198)	12/22/1998 5:33:00 PM
From: SKIP PAUL	Read Replies (2) \| Respond to of 152472

/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? Thats an interesting question. If QCOM refused to licence it's IPR for WCDMA what are the viable choices for ERICY: 1. Work around QCOM's IPR. which could take years to develop if at all. 2. Start selling WCDMA without a license from QCOM and take a chance in the courts. This could expose it to huge risks. 3. Become a CDMAone and CDMA2000 licensee and compete with other licensees way behind Nokia. Seems to me that ERICY is caught between a rock and a hard place. It is either going to have to buy QCOM or sell itself to someone like Lucent.