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


To: tero kuittinen who wrote (3916)3/31/2000 10:32:00 AM
From: Martin Atogho  Read Replies (1) | Respond to of 34857
 
Tero,

I donot understand the culture clash very well. For the simple reason that if there are outstanding issues, Nok should at least state that there are issues that need to be cleared up, and not remain ambiguous. It owes its shareholders that much. To be fair, I don't know whether they might have done that sometime in the recent past.

Like you say, it is sensible to keep a low profile, but I can understand Qcom's position because it has been the little fish in the pond from the beginning and has had to prove its position on IPR, etc all the way. Of course, if it turns out that they don't have the strong position they claim on WCDMA IPR, the stock would be hit.

What I donot understand is Nok signing all these WCDMA contracts when their position (or anybody's) ref. IPR is unclear, apparently. It really needs to be clarified by all the parties concerned. Even saying they want to go to court would be better than the silence that Nok seems to be maintaining, including NTT-DoCoMo, if they do have legitimate claims. I think they are being equally irresponsible by not stating whether or not they have an IPR claim, don't you think so?

Thanks in advance for your response.

MA.



To: tero kuittinen who wrote (3916)3/31/2000 9:05:00 PM
From: DaveMG  Read Replies (1) | Respond to of 34857
 
The key question is who benefits most; the leading manufacturers or the leading IPR companies

And..

but here's the punchline: at least 40 W-CDMA networks will be ordered within a year.

WOW! That's a bigger number than I've seen anywhere else, and earlier too. You really think that's a realistic estimate?

They'll all benefit. Over the past decade owning all of the major players would have worked extremely well since the baton seems to get passed around. Are we entering a different era?