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


To: JGoren who wrote (23732)3/4/1999 9:19:00 AM
From: Ramsey Su  Read Replies (2) | Respond to of 152472
 
JGoren,

In the short term, especially since I hold some April calls, I would prefer your predictions vs mine.

I also totally agree that QC is much stronger in the IPR claims vs ERICY's blue sky claims. This is exactly the reason why I think time is on QC's side. The delay could continue to freeze, or at least stall, ERICY and other competitors from going forward.

My dream scenario is a compromised TOTAL settlement a few months from now. By total, I mean it includes a 3G solution. This compromise is something that QC had been counting on all along. Upon announcement of the settlement, QC immediately issue a ton of press releases which they had done numerous times before. These announcements would include all the products they had been working on to help existing CDMA and GSM systems to seamlessly migrate to this 3G solution. ERICY and others would be left at the starting gate.

I know this may be too optimistic, especially for chicken little, but I love America. This is the land of dreams.

Ramsey