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


To: gdichaz who wrote (25090)3/25/1999 7:50:00 PM
From: Clarksterh  Read Replies (5) | Respond to of 152472
 
Explain to me how they won? What do they have today that they did not have yesterday? Less uncertainty, which likely would have disappeared in 6 months anyway when they likely would have won the lawsuit. A new, relatively untrustworthy, ally. The appearance of convergence and importance since they got a deal with a major player.

That is about it. No cash. No IPR that they wouldn't have gotten anyway when they won the trial. No commitment to buy chips. No convergence other than GSM-MAP and IS-41. No decreased losses since infrastructure was pared back anyway. Although I can understand why the general investor might think this a good thing for Qualcomm (an endorsement that Qualcomm has something worth having), I don't understand why people on this board think this is a win. (Note that I don't think it is a loss, only a loss relative to what we thought could have been.)

Clark



To: gdichaz who wrote (25090)3/25/1999 9:01:00 PM
From: Sawtooth  Respond to of 152472
 
It was great to see large QualComm and Ericsson logos side by side on CNN Moneyline w/Lou Dobbs this evening, and here Lou talk about the major agreement between two wireless telecommunications "powerhouses" that would set the standard for wireless communications going forward.

Exactly accurate or not, I loved the sound of it. Powerhouses; yes. ...Tim