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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 175.25

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Dec 19 9:30 AM EST

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To: Dennis Roth who wrote (22382)	5/8/2002 11:08:00 PM
From: pcstel	Read Replies (3) of 197009

If Nokia's IP was really worth something, they wouldn't be proposing a 5% cap on all IP. The problem is that Nokia is going to have to pay a lot more than 5% for IP because unlike Ericsson and Motorola, they haven't got enough useful IP to trade away to get their IP costs down to 5% OK. Sounds good to me! All I know is yesterday, everything seemed fine. Everyone was in the same camp and agreed to pay the same for WCDMA and CDMAOne/CDMA2000/EV. Now all of a sudden some the factions split and want to cap the rate! That is not good. IMO. Of course, they could just say that WCDMA is going to be too expensive, and decide to kill the whole thing! Maybe they will opt to just deploy GSM/GPRS on that 3G Greenfield spectrum. That would be quite ugly! Oh! Well. I guess time will tell. PCSTEL

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