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Technology Stocks : Nokia Corp. (NOK)
NOK 7.145-2.5%3:55 PM EDT

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To: Eric L who wrote (3363)5/5/2005 10:50:34 PM
From: bofp  Read Replies (2) of 9255
 
Qualcomm can pass through Ericsson IPR to its chip customers as part of their 1999 agreement. Qualcomm cannot pass Nokia or Motorola IPR. It is likely that Qualcomm can pass Siemens and Alcatel IPR, but I've not been able to confirm it. Steve Altman tried to make the case this morning that the holders of most of the IPR that Qualcomm can't pass through would probably agree to fairly low royalties - I disagree, having discussed it with both Nokia and Motorola. Samsung is pretty much already taken care of, as it as used its formidable NAND flash franchise to wrest favorable royalty rates from its handset rivals. LG is a different story - it does not have agreements in place with either NOK or MOT, currently negotiating.
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