>>Nokia is working closely with IDCC to develop WCDMA products, presumably bypassing QCOM.<<
Hi Carolyn.
I see you have already received two replies to your post, but I thought I would add one more.
Based on your post, and others, it seems safe to conclude that Nokia has an interest in utilizing CDMA technology. If that is the case, they could just meet with QCOM and try to negotiate a deal. But it is likely they would end up paying the full royalty rate. Perhaps, knowing how smart they are, they would like a bit more leverage on their side of the bargaining table. One way to achieve such leverage is to make statements about developing their own brand of CDMA, and to try to add credence to such statements they could even hook up with an outfit like IDCC. After all, taking such a posture would be a no-lose situation for them. Worse case, they end up paying full royalty anyway; best case, they get a tough negotiator, like QCOM, to blink.
From what I know about QCOM and IDCC I would say that any efforts by Nokia to engage IDCC is ultimately very good news for QCOM.
StockHawk
PS. As an aside, for some reason talk about IDCC and their CDMA seems to remind me about all the stuff I read before Pfizer introduced Viagra. There was another company, much smaller, called Zonagen that had a pill that would be out first, that would be cheaper, better, etc. Unfortunately, for them, it never got to market. I find that with most significant new products that there are always several companies waiting in the wings ready to unleash their better, cheaper, almost identical alternative. Mostly these are ultimately vaporware. But we'll see. |
