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Technology Stocks : Nokia (NOK)
NOK 5.935+1.1%Nov 21 9:30 AM EST

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To: tero kuittinen who wrote (673)6/5/1998 10:43:00 AM
From: DaveMG   of 34857
 
Tero,
I agree that there has been distasteful remarks made about Ericy in particular on the Q thread and am no proponant of such.
I think in the past few days both ERICY and NTT DoComo have publicly admitted that QC has crucial IPR for 3G as it's presently configured, regardless of chiprate.This is an important admission and means that without QC they have to go back to the drawing board.Ericy is in court vs QC because they claim QC is infringing on patents they hold re "soft handoffs". As Gregg stated, whom to my knowledge so far has never made any factual lies or mischaracterizations and whose firm has apparently done extensive patent research on these crucial issues, even if it is true that Q i using Ericy handoff technology, that wouldn't negate any of Q's WCDMA claims.

I don't really see what this whole thing has to do with Europ.vs American issues, although QC feels that they, ie CDMAone have been and will be locked out of Europe if WCDMA becomes the "standard", which they think is unfair because the US is open to anyone who wants to compete. I'm not convinced that all this competition here in the US is benefitting consumers because standards fragmentation is a pain in the neck, prohibitting real roaming at this point, which is what thestandards debate is all about.If you don't think GSM should be forced to accomodate TDMA and CDMA then why should they accomodate GSM and we're back where we started, multiple standards.As I said on the Q thread last night, I have come to believe that what is being fought about at this point is whose existing networks are going to have the leg up in migration to the next gen, and sice CDMAone was designed to evolve to some form wideband CDMA they appear to be at an advantage. Ericy is clearly worried about this. Until "proven" otherwise, I accept Q's statement that there is no meaninful performance degradation in the lower chip rate. Ericy is trying to create a structure which penalizes CDMA and QC doesn't want to let that that happen. Why should they? What's in it form them.? They will be able to do WCDMA one with or without ERICY. Your love Nokia has been in my opinion surprisingly quiet, and I believe that's either because what they say is not reported here in US, or because they can go both ways.QC is telling ERICY to piss or get of the pot. If you are correct and that they are overplaying their hand,that ERICY and Nokia ,NTT can do it without them, it may well mean the demise of the co. If you are wrong, then when it is to Ericy advantage, they will compromise. It's concievable that we'll go on for a while like this, claims counterclaims,lawsuits, etc. I believe this plays to Ericy's advantage. They are the bigger, older more established co. This debate is retarding investment in CDMA one..

It's been months since I've read anything about Q's exhorbitant royalty rates. In the Ericy statements of late there has been no mention. Is the Euro press writing about this . Please pass me some links... German,French, no Finnish please..QC has already said there will be no licensing fee for current licence holders, only additional royalties. ...Dave
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