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

To: DaveMG who wrote (25243)	3/26/1999 4:31:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

My interpretation of the call: 1. infra division sale : Q sold its loser 2. Patents. EVERY cdma device erciy sells results in royalties to Q (~same rate as everyone else), q doesn't pay shit : Show me the money! 3. Everything in the future will be cdma : the market just got maxed! Let the good times roll! 200/2/2000! Caxton

To: DaveMG who wrote (25243)	3/26/1999 4:44:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

Dave - Dr J responded very forcefully that ERICY got a very very good price on the infrastructure division, a "gift" which may turn out as usual to be very farsighted. By turning the other cheek, Q may actually end up with a much stronger ally in ERICY than we are expecting. Maybe, but I don't think Ericsson is built that way. For instance, one of the weaknesses of the deal, IMO, was that Qualcomm didn't get a front row seat at the table for W-CDMA. I suspect Ericsson will try to prevent Qualcomm from participating fully in the trials and this will set them back in the Direct Sequence Mode ASIC business. Clark