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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.01-0.3%Nov 14 3:59 PM EST
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To: Ruffian who wrote (8405)4/7/2000 1:37:00 PM
From: A.L. Reagan  Read Replies (2) of 13582
 
Are you sure that Nokia is holding lots of important DS-WCDMA patents?

To All: That's the real crux of the issue. They sure make a lot of noise that they do, but I'm not sure who knows the specifics and can evaluate the merits.

My point is that QCOM partisans are risking getting really blind-sided by assuming NOK is run by a bunch of FUD meistering idiots who are emotionally fighting Hagfish War II. IMO, believing that QCOM has an absolute lock on the situation may also be naive.

If there were not a distinct probability from NOK's viewpoint that they can mitigate the royalty situation (and disadvantage the Asian h.s. makers) by so vigorously promoting the DS mode, they would not be expending the resources to do so. They also would not be risking their entire corporate credibility on this effort if QCOM has an easy blocking mechanism, and neither would carriers being going along with W-CDMA if this were true.

In titanic struggles like this, it is a mistake to underestimate one's opponent, IMO.

P.S. I agree with some others that we will ultimately see an ERICY-like x-license settlement, and my take on the current FUD wars is that it is posturing for the x-license royalty negotiations to come. Q is definitely in the driver's seat, but it will end up having to share some of the road with NOK, in order to extend the entire highway.
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