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Technology Stocks : Nokia (NOK)

NOK 6.835

-1.1%

Nov 7 9:30 AM EST

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To: slacker711 who wrote (3736)	3/3/2000 11:31:00 AM
From: tero kuittinen	Read Replies (1) of 34857

Yes, Ericsson has a W-CDMA deal... and those pesky Swedes were running around Hannover last week telling anyone within ten feet that their IPR balance on W-CDMA is not negative. They will not end up paying more than they receive. So... since Nokia was Ericsson's equal partner in developing W-CDMA as a 3G proposal for the ETSI vote; what is the most likely outcome for Nokia? Exactly who ends up paying for W-CDMA IPR if Ericsson and Nokia get cross-licensing? I noticed that Japan Telecom did not announce any deals with Motorola, Lucent, Qualcomm or the Japanese companies. So the question of who is in control of W-CDMA is interesting. Could we assume that companies that can at least announce W-CDMA deals would be in control? It's kind of awkward to assume that companies that cannot get early W-CDMA orders would be "in control". I'm still waiting for CDMA2000 announcements outside of USA. Peoria does not cut it as an important 3G market. I think the 7110 pricing really will be aggressive in USA as well - the model is now selling below 6110 launch price in Europe. I'm not sure why Nokia would launch a CDMA WAP phone now; Sprint chose to launch its mobile internet as a non-WAP service. Interestingly, Sprint is refusing to quantify its mobile internet success. This is a sharp contrast to DoCoMo and European operators who regularly announce the number of text messages generated by their subscribers. There is only one reason why a mobile operator would decline to discuss its mobile data volume I can think of. Chaz - if a W-CDMA deal in Japan is a grave I can think of some companies who would do anything right now to climb into the casket. Tero

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