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Technology Stocks : Nokia (NOK)
NOK 6.620+0.5%Dec 26 9:30 AM EST

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To: Mika Kukkanen who wrote (2669)11/8/1999 1:19:00 PM
From: Bux  Read Replies (1) of 34857
 
Motorola has the highest number of GSM IPRs but we never confronted the crap we had last year. Qcom does not have the majority of IPRs within WCDMA, now if everyone took the attitude of charging what they like then WCDMA just wouldn't happen.

That's my point. Maybe WCDMA was never meant to be. I have seen no evidence that it does anything CDMA2000 doesn't do. Think about it for a moment.

Standards bodies also consists of the suppliers, so I think that you are wrong. However, any company could go it alone like in the software world...just ask Microsoft.

Exactly! My largest investment returns have been from MSFT but I expect that to change in the next year or two. I think you are starting to see the big picture.

The US has not such a great influence anyway...we are talking standards and not free trade due to it being a US product. It's a bit like selling a Trabant in Los Angeles...just can't be done..but hey the Californian laws on low/zero car emission are stifling free trade.

WCDMA, CDMA200, doesn't matter. Same technology, different details. For that matter, Europe can choose any technology as the standard as long as it doesn't prevent other technologies from competing. That is protectionistic and would result in a trade war. Trabants can be sold in L.A. if they meet the emissions standards. Europe can exclude wireless technologies that interfere with other spectrum bands, cause health problems etc. but not to protect local industries. That would result in a trade war.

Qcom are fast becoming a bit player in the telecom market. Good. They will receive royalty streams from it, but they will no longer dictate it or hold it to ransom as they have done.

They still own their IPR and are constantly developing new leading edge IPR. Until they give up these IPR rights, they will be able to license it as they see fit. I disagree that they have or will "hold it to ransom." It's nonsensical to hold something that is yours to ransom. If you are trying to say Q is blackmailing other companies with their IPR, that's like saying Raichle holds their ski boots ransom until the supplier pays for them. One is free to choose another brand. BTW, it only costs three or four bucks to make an injection molded ski boot and yet they retail for hundreds of dollars a pair. Of course there is a lot of research, development, marketing, etc. before they can mold the first pair.

Anyway, have you heard of EDGE2 yet?

No, I haven't. So first generation Edge isn't even working yet and now they are planning Edge2? Last I heard Edge was a hot technology. So hot it would actually melt the chips if allowed to run at full speed. Do you think it's superior to HDR which is being demonstrated today?

Bux

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