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Technology Stocks : Nokia (NOK)

NOK 6.720

-0.1%

10:01 AM EST

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To: Kayaker who wrote (2509)	10/12/1999 12:07:00 PM
From: tero kuittinen	Read Replies (5) of 34857

I doubt there is any way to achieve clear understanding right now. Nobody disputes Qualcomm's IPR's, but the estimates for the amount of licensing fees are all over the place. Nokia, Ericsson and some other companies are in a position to make IPR demands themselves. I'm not sure how the cross-licensing scheme will work, since Qualcomm is not involved in the biggest current W-CDMA R&D projects. Are they going to be a key manufacturer or not? If they are, how come they haven't been invited to the W-CDMA projects where this standard is being hammered out right now? It's not clear to me who exactly plans to buy W-CDMA chipsets from Qualcomm. Korean companies, Japanese companies and Nordic companies aren't showing interest. What does that leave, Lucent and Nortel? We'll have to see how this plays out. Tero

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