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

To: MileHigh who wrote (26852)	4/13/1999 8:36:00 AM
From: Jeff Vayda	Read Replies (3) \| Respond to of 152472

Not everyone agrees that the March 25 agreement between Ericsson [ERICY] and Qualcomm [QCOM] was good for the wireless industry (CT, 3/26). While con-ventional wisdom suggests the deal clears up uncertainty over the fate of third-generation (3G) wireless, Herschel Shosteck Associates holds a more jaundiced view. A new 120-page study from the consulting firm raises questions about the level of demand for such high-end wireless applications as full-motion video. The Shosteck report could dampen the hope for 3G that arose in the wake of the decision by Ericsson and Qualcomm to end their patent dispute. The simmering legal battle had given network operators an excuse to put off dealing with 3G issues. Now they may feel pressure to spend money on 3G, which Shosteck suggests may lead to financial disaster. While conceding that 3G may indeed pay off over the long run, Shosteck said the validity of the business case for the technology hasn't been demonstrated from a short-term perspective. (thanks Phillips Telecom)