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Technology Stocks : Nokia (NOK)

NOK 6.365

+2.2%

Dec 11 3:59 PM EST

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To: tero kuittinen who wrote (3905)	3/30/2000 1:20:00 PM
From: Wyätt Gwyön	Read Replies (1) of 34857

I have been concerned by what seems like a lack of momentum behind CDMA2000 (yesterday's Sprint announcement notwithstanding) compared to W-CDMA. Also, "where there's smoke, there's fire". If CDMA operators migrate en masse to W-CDMA, the next question is: what about the IPR claims? QCOM mgmt. has stated pretty unequivocally that royalties are the same regardless of the 3G CDMA mode. If such is true, then all is well in royalty land; just perhaps some ASIC momentum to be lost. But I am skeptical until it (W-CDMA royalty capitulation by all pretenders) actually happens. This makes it difficult to discount future cash flows (royalties/ASICs).

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