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Technology Stocks : Nokia (NOK)

NOK 6.530

-0.2%

3:59 PM EST

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To: Dave who wrote (13357)	7/5/2001 10:57:09 AM
From: carranza2	Read Replies (2) of 34857

Another point. I don't know how much Nokia's share may be, but I understand that GSM royalties for non-pooled members are substantially higher than the amounts charged by the Q. The Q's coup is made even sweeter when one considers that all the necessary IPR for a GSM air interface is contained in the TI and Nokia stack. This latter point via JGoren, who knows what he is talking about and is reliable. This explains the reason for Q's deal with TI, a mystery to me for a long time. The Q appears to be now fully cross licensed for all necessary GSM IPR, and is not paying a penny for it. The poor bastards who are not cross-licensed for GSM IPR are in a serious competitive disadvantage with Q as respects 3G and multi-mode chips. Sweet, very sweet.

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