Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Maurice Winn who wrote (23043)	2/18/1999 11:21:00 PM
From: John Dough	Read Replies (1) \| Respond to of 152472

Maurice, If the ITU has set the deadline for agreeing upon a 3G standard as March 31, and the Q-Ericy trial doesn't begin until April 6, are we looking at an extension of the deadline should there be no pre-trial compromise? I thought that they couldn't agree to W-CDMA as the standard with the IPR still in question. Is the trial date being ignored, or is this their way of exerting pressure on both parties? Mark

To: Maurice Winn who wrote (23043)	2/18/1999 11:38:00 PM
From: Valueman	Read Replies (1) \| Respond to of 152472

3G agreement Yawn! "If a compromise were to happen between now and April, it would be an all-inclusive agreement,'' said Qualcomm President Richard Sulpizio. ''It would solve this lawsuit as well as get harmonization on the (third-generation) standard." Somehow that just sits there looking at me on the screen. Naively perhaps, I'd assumed that would be the case and expected such a decision in December, so I'm not too excited at all and think I'll go and have a nice cup of Japanese Green Tea. Maurice--your assumption is exactly the same as mine. This scenario described by Sulpizio has been in the cards for some time, and is the ultimate outcome in this mess. Resistance is futile. On the other hand, you and I(along with many others here) are unique in the great big investment world. The vast majority of folks reading that IBD piece today see only flashes of fact that lead their minds to think "ERICY wins lawsuit--QCOM pays damages--no more royalties--etc." Investors are simple for the most part. Big or small, sophisticated or seat-of-the-pants, they shy away from controversy. They shy away from situations where it might take a great deal of time and research effort to get to the bottom of a complex issue. They abandon value as an investment tool when the unknown looms over them. So here we sit, QCOM dropping because of an article that brought a smile to my face, and brought fear to the minds of others. What is obvious to us, what is obvious to QCOM management, is not so obvious to the rest of the world. Expect Mika or Tero to bring up more of the same, saying we are blind, zealots, or somesuch, that ERICY can't lose, won't cave, etc., that Nokia rules the handset universe....blah blah blah. What will they say to a deal between ERICY and QCOM? What will that deal look like? Who will be left standing? The fun is just beginning.