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Technology Stocks : Nokia (NOK)
NOK 6.775-3.6%3:59 PM EST

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To: tero kuittinen who wrote (1265)12/18/1998 11:00:00 AM
From: DaveMG  Read Replies (2) of 34857
 
I'm not sure I understand. I guess it would go something like this. Q refuses to license for whatever reason . ERICY, NOKIA, NTT & henchmen decide to deploy.Q asserts that its IPR is being stolen. Do we know whether it's being stolen or not? NO, this would have to be determined in court I presume.Do they deploy all over the place, billions of dollars thrown into systems with this fight looming?

Q's IPR is clearly credible enough to force the United States to defend it until decisions are reached in court,even if against the World. We are not talking about a small company here. They have 10,000 employees, important boardmembers like Brent Scrowcroft, and Irwin Jacobs is not a nobody. It would be totally unacceptable to allow a cabal of foreigners to steal an American companies inventions. If allowed to go forward the precedent would have enormous repercussions. Even the Chinese will not risk this. I've reminded you in the past of the powerful Globalstar partners. Now MSFT is also an ally. I realize these alliances shift quickly. AIG and GE capital are partnes in the Mexican system. I've said it before. You're deluded if you think QCOM is as isolated as the press portrayals would lead you to believe.

Mark my words, no large scale WCDMA deployments will take place against Q's will until the issue has been settled in court. By the time this issue is settled in court IS95 will have become cdma2000. Even you are starting to wonder what technical advantages WCDMA proffers. Carriers would just have to sit around twiddling their thumbs waiting to see how this turns out. Now who suffers the most under this scenario, IS95 carriers or GSMers? I'll leave that up to you to figure out...Dave
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