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Technology Stocks : Nokia (NOK)
NOK 6.970+2.0%3:59 PM EST

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To: Raymond who wrote (1698)4/1/1999 5:56:00 PM
From: Maurice Winn  Read Replies (2) of 34857
 
Raymond, I hadn't predicted that the royalty would be 15-20%, I said that is what the WWeb royalty rate should be. Although that's what I thought it would be, I didn't think we would get it. I don't believe cdmaOne royalties have dropped to 3% from the 5-6% rate.

I'm dreaming on thanks Raymond and all my dreams seem to be coming true just as I expected. China is now 'case open' though Tero said 'case closed'. Tero has stopped comparing share prices.

Of course Q! would be able to use all disputed IPR as part of the 3G agreement. That doesn't confer any validity on the silly claims Ericy made, it just means Ericy can't continue the silly claims. It is acknowledgement by Ericy that the claims were vexatious.

NTT, China and Europe won't use W-CDMA-VW, they will use W-CDMA-WWeb. You will notice that W-CDMA is used as though it means something specific. It doesn't. Without specifying the chip rate, synchronisation, bells and whistles, the name is an amorphous descriptor which Ericy will now try to hang on to while they converge their specifications onto the cdma2000 specifications.

They will do this to try to hold a marketing advantage over cdma2000 or WWeb or whatever other names are bandied around.

The high chip rate VW40 specification will never see the light of day. Now there is a prediction for you to take to the bank. Even if it is called W-CDMA. It is dead and buried bar the shouting.

You can forget the multimode solution to
W-CDMA/cdma2000/cdmaOne/GSM/TDMA/analogue/Globalstar/ integration because it is never going to happen. W-CDMA and cdma2000 will be so close that a bit of chip design of a very minor nature will cover the differences [if there actually are any]. Analogue will be ditched and not included in any new integrated handsets aiming at WWeb solutions. The multimodes will be cdmaOne/GSM/WWeb/Globalstar.

TDMA will have to mess around and come up with their own solution [probably by overlaying their network in 2 or 3 years].

As GSM networks are overlaid in the next 2 to 6 years with cdmaOne and WWeb [meaning any 3G versions of cdma2000,W-CDMA] the multimode will increasingly become WWeb/Globalstar.

Tero, have you noticed anything you were plain wrong about? Like 'China = case closed' as just one example. You still think Nokia's really cool GSM handsets are going to stop CDMA?

Maurice
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