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Technology Stocks : Nokia (NOK)
NOK 6.730-0.7%Nov 14 3:59 PM EST
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To: Dave who wrote (891)8/17/1998 11:06:00 PM
From: marginmike  Read Replies (3) of 34857
 
"Greg powers dont know didley about IPR's" And I believe you do. Many of your points are well taken. However you dont "know didley about politics", that we will say is my expertise. I promise you that the US government, and the FCC has been working, and will continue to ensure that US Technology is purtected. The USA is the bigest importer in the world, Europe will not risk a trade war over Cell phone standards. Especially when an agreament can be arbitrated. I will use Motorolla in the 1980's and the opening of Japanese markets as a case study. In this instence Japan was forced to allow US phones to be sold.. Qualcom has done many things poorly, however lobbying is their strength. I have spoken to several congressmen about these issues so I speak withg first hand knowledge. In my line of work I deal with a host of people from the top Engineers in the countries to CEO's of major tellco's to Patent lawyers etc etc etc. I feel very confident in my belief that the IPR's will hold up as laverage to broker a deal(in the worst case)
Furthermore as an investement there are no other companies that are so oversold, and mispriced. There is so much misinformation that if I were less informed I could easily be mislead to believe GSM hype. I believe in my own judgement, and dont bother reading open press. Qualcom will be a 20-30 billion dollar company within the next 5-10 years. That is with or without IPR's. I hope you are long, and wish you good luck in any event.
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