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

To: Maurice Winn who wrote (23040)	2/18/1999 8:15:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 152472

It's pretty scary when you think that without the IPR, Q! is just one of the bunch with a head start, limited profit, small revenue and a tiny market share, in the total wireless world. That it is but I gotta tell ya I stopped into The Wiz which reps Bel Atl Mobil and Radio Shack which reps Sprint and think the picture looks purdy gooood( Texas drawl). BAM had few phones which was a little depressing, Startac for 500$, QCP800, Audiovox. At Sprint though they had this phone which someone mentioned over the last couple of weeks..Touchpad(point?).. nice little light weight phone with a large display, a nice small Samsung, Sony Zuma cig box sized phone for 79$( think they're doing a closeout expecting to deliver new phones which ain't gonna happen), no QCOM phones, and a loser Nokia phone. The phones they have are reasonable offerings for now and all except MOT and NOKIA say "Digital by Qualcomm". Next year things are gonna look much much better. Was it 21 OEM's signed up for the new chip? So to properly account for the R&D going into these phones one has to look at the budgets of all of these manufacturers. Wonder how much it adds up to? Tero doesn't really understand the nature of the "We are the Asians" assault by QCOM that GSM is facing. Nokia's phones will be just one of many many on the shelves but most will have a little label "Dig by Q" somewhere or other.I think we can presume Q is holding back or timimg the release of its own ThinPhone to coincide with the release of alot of other products by other OEMs. My only fear is that the difficulty of coordinating all these things might give Nokia a big head start, which would definitely not be good. Hopfeully those beta tests are workin out just fine. These statements by the Koreans don't add up to a hill of beans really in comparison to the effort that they and others are already putting into CDMA. Whether 3G is CDMA2000 or WCDMA or W3GCDMA2000 doesn't really make any difference to them. They'll say whatever seems appropriate at the time I presume. What does matter though is that they get some marketshare in the interim and that they've got relationships in place when the turn comes. Sounds anyway like they've got to be pretty close to an all encompassing compromise. As you said Q has to be worried about the arbitrariness of a court proceeding and I can't believe ERicsson wants this to drag on for a few years. I expect we'll see Q's chiprate or something very close to it, no GPS, and a bunch of comprpmises from both sides, cross licensing, in essence...THE WORKS.. although by no means everything Q was asking for but perhaps as much as they ever really hoped to get. I do wonder though whether a converged standardf is something which the operator community at large is really interested in. Becomes a little like the post Cold War world, no big obvious distinctions between the Good and Bad guys. And what's with this weak stock action? Dave

To: Maurice Winn who wrote (23040)	2/19/1999 1:59:00 AM
From: Jim Lurgio	Read Replies (1) \| Respond to of 152472

Maurice You Said : "Mark, most people can't even read a map! They let OJ off murdering a couple of people when stacks of evidence was there." Are you trying to say the legal system in the USA is questionable ? I tend to agree. Home court in sports tend to favor the home team just as a court of law with jurors might well favor the home company , so flip a coin and go with that. Your theory about a good looking lawyer is laughable. All these jurors want to do is go home with a clear mind . Most would be happy not ruining a neighbor or friends life and be content with their decision. Like I said flip a coin .