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

To: Valueman who wrote (3530)	2/2/2000 9:53:00 PM
From: Mr.Fun	Read Replies (3) \| Respond to of 34857

Comments: 1. Call Ericsson IR and ask them if they expect to pay QCOM royalties for ever. The answer I got was that for the time being it was expedient, but that they believe there are several paths to implementing W-CDMA, some of which would require NO payment to QCOM and that they will explore all avenues. 2. Ask Nokia if they will need to pay QCOM royalties for W-CDMA. They will emphatically say no. 3. Ask QCOM how much Lucent and Motorola have to pay for their infrastructure licenses for both CDMA-One and CDMA2000 - the answer is zero, they are royalty free. 4. That said many companies will pay royalties because they haven't the technical resources to bypass QCOM. Many will buy QCOM chipsets IF they continue to develop good designs and sell them for a fair price. 5. QCOM is not the universal solvent, perpetual motion, or the fountain of youth. It is a company that will have to compete very hard and very successfully to prove itself worth what you would pay for it if you bought it today.