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Technology Stocks : Nokia (NOK)
NOK 7.030+1.7%Nov 12 3:59 PM EST
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To: carranza2 who wrote (5102)5/30/2000 1:53:00 PM
From: Mr.Fun  Read Replies (3) of 34857
 
Some observations and comments on recent posts:

1. Ericsson and Motorola have NOT agreed to pay royalties on W-CDMA and are as adament as Nokia that their IPR contribution to the standard is as valuable as QCOMs. Both (and Nokia BTW) have signed agreements to license CDMA-One and 1XRTT, technologies for which there is no longer any dispute as to QCOM's IPR.

2. Dr. J is not a disinterested 3rd party expressing a technical opinion. He is the CEO of a major public company with a billion dollars or so of his own money tied up in its success. What do you expect him to say?

3. If there is no reasonable migration from GSM to W-CDMA, why then did 5 companies spend more than $20 billion collectively in the UK to do just that? Didn't they ask Dr. J or George Gilder?

4. Word on the street is that Samsung will announce its next gen phones will use their own ASIC rather than Q's. Also word on the street is that BAM has approved NOK's line of CDMA phones. If these items come out officially, it can get worse for Q.
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