Nokia (NOK) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nokia (NOK)

NOK 6.480

-0.2%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Puck who wrote (5936)	7/1/2000 7:21:39 AM
From: Maurice Winn	Read Replies (2) of 34857

Puck, if Q! patents were priced correctly, the spectrum auctions would raise a few dollars, not $$billions. The higher the price, the more that Q! has left sitting on the table for the other monopolist to grab! The other monopolist is the spectrum controller = the governments. Q! should immediately raise royalties to ensure bids on spectrum don't exceed a few $$million. $35bn was about $1000 per person to buy the spectrum rights. That's a value of about $100 per year per person [for 10% return]. Youch! Q! has grossly underestimated the value of their technology. They should be collecting $100 per person per year in royalites, not having that money paid to governments. That implies something like a 20% royalty rate should have been charged. Maybe 30%, assuming average device wholesale prices of $300, which is what a good 3G device should cost. Q! should immediately raise royalty rates on all their related technology so that spectrum bidders will pay the money to the patent creator rather than the government which is charging a toll. This is serious and shows how absurdly cheap the IPR from Q! has been. The W-CDMA maniacs can forget about any royalty reductions! They will be seeing 15% or 30% royalty rather than a reduction from 5.6%. Emergency Emergency Emergency... Royalty rates for 3G to zoom. Nokia is in BIG trouble if they haven't already signed. If they are lucky, Q! won't notice that the huge price of the spectrum auctions is a function of how badly undercharged the Q! technology has been. Q! has warned Nokia [and others] to expect IPR charge increases. We can expect an early lunge by Nokia for a royalty agreement before Q! wakes up. You can forget about W-CDMA. It is just not in the hunt. It is a year and $100 short. The world will NOT be rolling out W-CDMA anywhere. There are no technical advantages for W-CDMA. The chip rate, synchronisation and all the bells and whistles do not offer any subscriber benefit - just a barrier entry noise and cost. Maurice

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next