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

To: Clarksterh who wrote (25095)	3/25/1999 7:57:00 PM
From: Jon Koplik	Respond to of 152472

Re : ... uncertainty, which likely would have disappeared in 6 months anyway when they likely would have won the lawsuit. As I stated earlier -- if Qualcomm had "ripped the lungs out" of Ericsson (and Ericsson's legal staff) in a long court battle, I just do not see how that would have been as useful as having Dr. J and Sven (I'm sorry, but I cannot remember the rest of his name) acting sort of like comrades instead of enemies. Jon.

To: Clarksterh who wrote (25095)	3/25/1999 8:14:00 PM
From: biostruggle	Read Replies (2) \| Respond to of 152472

QCOM does not have a Bill Gates type in management. Somebody willing to use the legal system to protect and push their IPR position. I think Q gave up more than they got. They gave away CDMA infrastructure development to Erricson. They will find out in time that Erricson will screw them at every turn. Having said that an investment in Q looks good for the next couple of years with the rapidly rising royalty payments.

To: Clarksterh who wrote (25095)	3/25/1999 8:15:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

To Clark: What time is it where you live? Sleep does help in many cases, but if you are too wound up, why do you think that the Q "lost"? Did Ericy "win"? If so, how? All this is (if you will pardon the expression) absurd. No one here knows the details. Suggest we wait and see. In the meantime, I intend to sleep with even more confidence in the Q's future than when I first put forth my "Onward and Upward" signature some time ago. Now looks better than ever. But as always, just IMO.. Cheers. Chaz

To: Clarksterh who wrote (25095)	3/25/1999 9:10:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 152472

<<(Note that I don't think it is a loss, only a loss relative to what we thought could have been.)>> Apologies if I sound platonic, Clark, and I think I understand your disappointments. But, as with any business, a good deal (should this prove to be when we know all the details) is still a good deal, even if a better deal might be made in the future. ...Tim (Per your prior comment, "no cash"; didn't Qcom get some cash for the infra?)

To: Clarksterh who wrote (25095)	3/25/1999 10:10:00 PM
From: idler	Read Replies (2) \| Respond to of 152472

isn't a major benefit of the deal from QCOM's point of view simply that Ericsson, a major manufacturing, technologic and marketing power, will now dramatically expand the world-wide market for CDMA phones, equipment and technology? And, as I heard Dr. Jacobs, the royalties from CDMA products will be distributed proportionally to patent portfolios -- i.e., doesn't this mean that QCOM will be getting the lion's share of royalties from any Ericsson CDMA sales?