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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 164.53-0.4%Jan 14 3:59 PM EST

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To: slacker711 who wrote (142799)6/14/2006 4:29:51 PM
From: matherandlowell  Read Replies (1) of 152472
 
Slacker,

Does Nokia have IP in CDMA? In the event of a nuclear option, could QCOM simply refuse to allow Nokia to use the QCOM IP in WCDMA or are they obligated to simply charge FRAND royalties?

Nokia clearly believes that a court would mandate a better(lower) royalty rate than QCOM. But a court would also mandate that Nokia pay for the QCOM IP used in GSM EDGE/WEDGE etc.

I guess everyone is taking a long look at the cards. It seems to me that CDMA remains QCOM's best option in a total meltdown-- which, again, everyone agrees is quite unlikely. I think it is also relevant that QCOM has not agreed yet to license any of their Flarion/WiMax IP on unspecified "FRAND" terms. ///jay
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