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 6.775

-3.6%

Nov 13 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: foundation who wrote (13561)	7/11/2001 6:20:00 PM
From: A.L. Reagan	Read Replies (1) of 34857

Ben, your 3GSM/UMTS analysis is plausible from a h.s. vendor perspective, but ignores (a) pressure from operators to get some sort of return on the license investment, which on the right side of their balance sheets is a ticking debt bomb; and (b) billions of potential infra sales. We may be disagreeing over the wagging of the dog or its tail. I see the push for GPRS extensions as a stop-gap defensive approach because of the failure of UMTS to materialize as first planned, not for the primary purpose of playing out a vast conspiracy to avoid paying QCOM royalties. If you disagree, I'd really like to understand better how an extended GPRS economic model works better long-term for GSM carriers and their vendors than earlier adoption of UMTS. I don't think the royalties equation is that material, especially given the balance sheet investments already made in UMTS.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next