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

QCOM 172.31

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3:59 PM EST

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To: JGoren who wrote (62346)	4/10/2007 5:38:15 PM
From: JGoren	Read Replies (1) of 196977

Additional, BMO Capital Markets Report. I forgot that it opines NOK will sue Qcom for infringement GSM; however, it believes that Qcom has been acquiring TDMA-GSM IPR other places to reduce or perhaps eliminate the need for NOK IPR in its multi-mode chipsets. --- MY COMMENTS: BMO raises some inciteful focus on Pacific Rim manufacturers and distributors who may see this as an opportunity to gain share against NOK in certain georgraphic markets. I don't recall anyone rasing this possibility. Secondly, with growth in the Pacific Rim, I am not sure that anyone really has gauged the impact on NOK's efforts to license IPR. This is the highest-growth geographic region for the future, and it is where Qcom has empowered players--the New World has empowered the Newest World, against the Old World. This raises the broader problem that I have touched on--except from the standpoint of the United States and its increasing reliance on export of IPR and reliance on IPR rather than manufacturing goods. NOK's desire for control by the establishment is focused at Qcom as the "boogeyman" but is also directed against these growing nations and companies in the Pacific Rim and Asia. It comes back to the business model question. NOK can try to maintain its control and it eventually will fight forces in these other countries. The BMO report opined that many of these Asian-Pacific Rim companies signed licenses with Qcom out of concern for the WTO. How can we expect them to honor IPR if NOK does not? Query: Is NOK fighting the inevitable result of globalization? If NOK were to pay 1bill royalties to Qcom, what could it obtain from other manufacturers? Perhaps someone can enlighten us on how big royalties are to NOK and by how much that amount has grown over the past 5 or 10 years as to how important it really is. Just some thoughts.

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