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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Bux who wrote (3138)	12/31/1999 8:24:00 AM
From: Labrador	Read Replies (1) \| Respond to of 34857

IDC has had patents for a long time. They've done virtually nothing with them to grow the company, and turn it into a leading edge company. Most people had not even heard of them until someone tagged them a "mini-Qualcomm" or something to that effect. One can have some quality patents, but if you don't have a top-notch management team, R&D, and a futuristic business model, you ain't going no where. I wouldn't touch IDC. And especially not with its current price tag. By the way, getting back to Nokia, I think that they will come around to CDMA, but I don't think that they have the quality people to design leading edge chips -- this is why they'll eventually buy ASICs from Qualcomm or lose the lead eventually. Now don't shoot the messenger. By the way, some on this board correctly point out that European GSM has significantly more subscribers, but which is the better technology GSM or CDMA for data, capacity and high-speed -- I'm speaking with a look towards the future. Yes -- folks, it does seem that this board is now a quasi-CMDA board, guess I'll just have to live with it.

To: Bux who wrote (3138)	1/2/2000 12:45:00 AM
From: Dave	Read Replies (1) \| Respond to of 34857

Bux: Remember when we were having the debate on the bandwidth issue in Qualcomm's patents. There was a court case, Wang v. Aol The court narrowly interpretted the claims to the technology at the time the invention was made. Therefore, IMO, Qualcomms older patents may implicitly be bandwidth limited (i.e. pertain only to IS-95 applications) In addition, another point, there had to be a modification to the system in order to get higher bandwidth. If so, the system would have to be changed and those patents which covered the older system would not apply to high bandwidth applications. dave