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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: tero kuittinen who wrote (2832)	2/22/1999 12:33:00 PM
From: DWB	Respond to of 5390

The other possibility is that the rumored "swap" of CDMA and GSM patent info. may just be a boiled down interpretation of what is really being negotiated. It would be hard to imagine that a majority of people could grasp more than this out of a news item on the agreement. It could be that the agreement is something totally different, but this is the easiest way for the public to understand it. It will be interesting to see when/if the details come out. DWB

To: tero kuittinen who wrote (2832)	2/22/1999 1:12:00 PM
From: DaveMG	Read Replies (2) \| Respond to of 5390

The real news would be if Qualcomm really decides to get into GSM, while Ericsson would simultaneously enter IS-95. How's that for irony? Qcom has been slamming GSM as having no future and Ericy has been studiously ignoring IS-95. Now they both may be executing a U-turn. Of course this raises the question of why Qualcomm needs to do a patent-swap deal if it really has nothing to fear from Ericsson's CDMA patents. And whether Ericsson is realizing that time is running out for companies with no IS-95-based hanset development. I'll try this one at a time, and I'm obviously speculating as usual.. Maybe Q wants to make ASICS for a "worldphone", GSM/IS95 phone, etc and needs GSM patents which says nothing re ERICY claims against Q.It doesn't mean they'll start making GSM phones and infrastructure IMO. Maybe ERICY has no intention of getting into IS95 but needs patents for WCDMA, hence a trade, but you're probably right that they won't want to miss out on IS95 market. So you're a little surprised at the turn things seem to be taking no? Dave

To: tero kuittinen who wrote (2832)	2/23/1999 5:58:00 AM
From: Jim Lurgio	Respond to of 5390

There's buyers and sellers > go2net.newsalert.com Qualcomm Vice Chairman Registers 100,000 Shares For Sale (QCOM) Newstraders - February 19, 1999 08:54 (NewsTraders.com)-- Insider Details Source: Form 144 released yesterday after market close by the SEC Transaction: Proposed Sale Company filed on: Qualcomm Inc. (QCOM) Filed by: Andrew J. Erma F. Viterbi Filer's relationship to company: Affiliate (Andrew Viterbi is Vice Chairman of the company) Number of shares: 100,000 Aggregate market value: $6,876,870 Approximate date of sale: 2/9/99 Company shares outstanding: (71,433,704 as of Jan. 19) Broker: Alex. Brown Note: The information used in this story is taken directly from the Form 144 filing, except for supplemental information provided in parentheses, when applicable. Copyright 1999 NewsTraders Inc. All Rights Reserved 08:55 Friday, February 19, 1999