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Technology Stocks : Nokia (NOK)
NOK 6.070-1.5%Dec 5 9:30 AM EST
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To: Martin Atogho who wrote (3913)3/31/2000 10:15:00 AM
From: tero kuittinen  Read Replies (2) of 34857
 
Martin - maybe there's some sort of a culture clash here. I don't understand why Nokia should discuss the IPR issue in detail or orchestrate a PR campaign at this point. If the issue is unresolved, then the companies involved should comment on the topic only when the situation has cleared up.

Grandstanding at this point is dangerous, because if the companies involved with W-CDMA make inflated claims now and then have to retract them later they will be damaged in the process. So I think keeping a low profile now is the smart thing to do. This will clear up only when all parties have arrived to a consensus. It's possible that even companies like NTT-DoCoMo will have something to say on the topic; it has been one of the companies developing W-CDMA.

I don't understand analysts who act like all W-CDMA issues have been already resolved. The situation is complex and it can't be reduced to simple slogans. Acknowledging that some issues are currently ambiguous is not a sign of weakness or cluelessness - pretending to know more than you do is just that. The key question is who benefits most; the leading manufacturers or the leading IPR companies (or a company, if Qualcomm gets an overwhelmingly large licensing cut). I'd like to hear Babu's views on this.

Tero
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