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

To: marginmike who wrote (20519)	12/29/1998 2:12:00 PM
From: kech	Read Replies (2) \| Respond to of 152472

ERICY/CDMA - stepping back (in time). In Dessauer's Financial Letter --Dessauer is a big promoter of ERICY for his investors -- for the last 3-4 years he has always discussed the threat of CDMA in the following ways: ERICY still has a lot to gain from GSM systems but in case CDMA does do well, ERICY has patents that will protect it. In other words, ERICY has always taken the approach to CDMA as an "option" in case CDMA really was successful. Probably this effort was taken with a view that it is nice to have something to contribute to the pot in case of a "cross-licensing" scenario. I give them some benefit of the doubt here and believe that they probably did have engineers studying CDMA for a long time. They would be idiots not to. In addition, as the beloved QDOG pointed out, they received some alleged CDMA patent material when ERICY purchased a subsidiary from another company (not sure what this was I think it has something do do with RCA/Thompson and is located around Washington D.C.). Qdog always portrayed this as a former defense contractor or something who had worked on CDMA. So given this history, no doubt one can find people in ERICY who say they have been working on CDMA for 9 years. Is this anywhere close to the investment that Qualcomm has made in inventing critical IPR, and commercializing it over the last 10 years? Nowhere close.