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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Seeker of Truth who wrote (28526)	7/22/2000 11:38:18 AM
From: Uncle Frank	Read Replies (2) of 54805

>> while QCOM won't come down on their royalty price for any CDMA stuff that Nokia makes, QCOM might agree to pay something for the W part of WCDMA, i.e. some GSM intellectual property in order to enter the WCDMA asics area. I suppose this last point is a minor matter. Au contraire. I'd guess this is focal point of any qcom/nok discussions. Qualcomm would stir up one helluva storm in their existing value chain if they cut a sweetheart deal with NOK on cdma licensing rates, so the gsm side of the equation is all that could be negotiated without the liability of repercussions. uf

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