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

To: brian h who wrote (23194)	2/22/1999 10:27:00 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

And perhaps the next news release will read : "Now that many of our close friends and business associates have successfully un-wound their massive short sale positions in Qualcomm stock, AND have initiated massive long positions in Qualcomm, we would like to ... whoops ! wrong text ..." Jon.

To: brian h who wrote (23194)	2/22/1999 11:17:00 AM
From: Ramsey Su	Respond to of 152472

Brian, if the settlement is indeed a cross license type agreement, who is the winner? ERICY can claim victory but if they want to get into the CDMA market immediately, they pretty much have to be buying chipsets from QC or others, being so many generations behind. This could be a big victory for CDMA and QC. QC, if allowed to join the GSM private party in Europe, can be the big winner. With the VOD CDMA GSM overlay, QC can play a role in the migration to 3G. Now that the lawyers and business managers may have completed their function in relationship to the lawsuit, it is time for the engineers to get to work. Again, if some type of cross licensing is indeed the settlement, who will benefit more from a technological prospective, anyone? Ramsey

To: brian h who wrote (23194)	2/22/1999 11:54:00 AM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

''We think there'll be a family of standards,'' said Ericsson's Oesterberg. While I agree this is not ideal from Qualcomm's standpoint, neither is it a huge surprise. There are a large number of differences between WCDMA and CDMA2000 - Chip rate and basestation synch are just two. Qualcomm's position has always been that they want just a few changes to WCDMA to allow for backward compatibility. Effectively I read this Qualcomm requirement as saying that they wanted WCDMA to be compatible with CDMAOne wherever the differences could not easily be done in software or with other very cheap changes (modular replacement). As long as such cheap upgrades from CDMAOne to WCDMA are possible I think that Qualcomm will likely have a big opportunity to install CDMAOne equipment now and later upgrade to WCDMA. (note also that if all of the differences are software controlled (Gilder's world) then dual mode handsets should be pretty cheap.) Clark