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

To: Maurice Winn who wrote (20460)	12/28/1998 9:17:00 AM
From: Gregg Powers	Read Replies (1) \| Respond to of 152472

Maurice: By "compromise" I was suggesting that convergence is achieved in a fashion acceptable to both parties. If this can be accomplished, other than claiming that its equipment is superior to everybody elses, Ericsson would be out of the "W-CDMA is better than cdma2000" business. Compromise is a fungible term and I was not suggesting that Qualcomm should drop its shorts...rather, I believe management should (and has) approached convergence in good faith. Remember the Cold War? Remember the antagonists' "mutually assured destruction" strategy? Such is applicable to this dispute; if QC ends up litigating with Ericsson in every geography where it holds patents, Qualcomm may avoid losing but victory is also deferred. At a minimum, the availability of 3G will be delayed and Ericsson will continue to push TDMA-based GSM on its customer base. While it should be obvious from Ericsson's desire to deploy W-CDMA that it would ultimately lose a TDMA-based battle of attrition, there are generally civilian casualties in warfare. This is obviously a very complex negotiation and Dr. J has tremendous pressure on him to get the mix right. But, as I have said before, we have the right jockey and a strong horse, so it's best to just watch the race. Happy New Year! Gregg