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To: Clarksterh who wrote (21768)	1/21/1999 10:53:00 AM
From: Jon Koplik	Respond to of 152472

To all - "the great" Lucent announced results today. Revenues were up 5.7%. Are you kidding ? How can the growth possibly be so slow ? This reminds me of other "great" "growth" companies that exhibit almost no growth (Gillette and Coca Cola). Perhaps Qualcomm can announce that hereby -- they are one of the great growth companies in America (based on their low growth this past quarter). Jon.

To: Clarksterh who wrote (21768)	1/21/1999 11:01:00 AM
From: Jeff Vayda	Read Replies (1) \| Respond to of 152472

Clark, I was under the impression: 1) that GSM operators would need to pay for 3G upgrades regardless. 2) that the WCDMA or CDMA path had no inherent technical advantage. (in the real world the performance difference between the two is not that far off) The only factor I can see is the reciprocal royalty agreements. Might be tough to untangle all the sweet heart deals and get to a level playing field. I would like to be a fly on the wall in the strategy sessions going on across the globe about now. Jeff Vayda

To: Clarksterh who wrote (21768)	1/21/1999 4:17:00 PM
From: Maurice Winn	Respond to of 152472

Clark, thanks for that. It really clearly shows what is going on. This is end-game. Ericy is at checkmate. They can't go with 3.68 chip rate as their GSM sales will grind to a halt other than the short term expansions. But they can't go to 3.69 chip rate to deliberately make the systems incompatible because QUALCOMM won't sell them the necessary access to patents and Madeleine [with Tomahawks and Xena training], Charlene [with trade sanctions and sheep trading experience], Bill C [with huge bandwidth] won't let them steal it. Neither will Al Gore who will probably be next president - next week or two years from now. They say they are worried about consumers and to let the markets decide and nonsense like that. Cellular users will benefit most from cdmaOne backward compatibility with WWeb. Not a single subscriber benefits from VW40 being accepted as a standard; unless they get a subsidy from other subscribers via working for Ericy or being a citizen of Sweden and therefore getting a kickback. While Telstra will run GSM and cdmaOne contiguously in Australia to cover rural areas better while protecting legacy investment, you can be sure that there will be gradual encroachment onto GSM territory as demand builds and subscribers want their cdmaOne handset to work more widely. If Telstra won't provide cdmaOne service, you can be sure that OzPhone, Hutchison and others will do so. As subscribers realize that cdmaOne and WWeb [backward compatible] are the future, they won't want to be stuck with legacy GSM handsets any more than operators want to be stuck with legacy GSM networks. What water torture it is though! It seems to take years for this process to grind itself out. Mqurice

To: Clarksterh who wrote (21768)	1/22/1999 5:12:00 AM
From: JGoren	Read Replies (1) \| Respond to of 152472

I'M IMPRESSED. CONFERENCE CALL AVAILABLE AT QUALCOMM WEBSITE! I was so busy I missed the conference call and was going to email Julie Cunningham with a suggestion to put it on the website. I went to the Qualcomm website and clicked Investor Information and there it is! Or you can go directly to: corporate-ir.net As to your post, that's what many of us have be saying all along on this thread. Ericy has been lying: chip rate is nothing but a fight over Ericy not wanting IS-95 having an upgrade cost advantage and has nothing to do with performance.