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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: JustLearning who wrote (70404)	4/11/2000 4:28:00 PM
From: A.L. Reagan	Read Replies (2) \| Respond to of 152472

Nokia needs w-cdma desperately 1. NOK has plenty of intermediate-term products with which to satisfy, for a while, its GSM installed base. 2. If Q makes 3G CDMA licenses generally available it will be an anti-trust issue that Q would lose if they just flat out refuse to license NOK. 3. Presumably the ERICY and MOT x-licenses cover WCDMA. They would almost certainly have to. Presumably ERICY and MOT are interested in marketing WCDMA products. 4. Therefore, NOK s/b able to continue licensing the basic CDMA air interface IPR from Q, but may not be compelled to license back any overlay IPR at terms less favorable than it might license or pool same to other parties. It is naive to think Q has absolute blocking power over WCDMA. That's called "restraint of trade" over here (when you license everybody else). Q does wield enormous negotiating power in terms of the economics of any x-license, the current wild card in which is the nature and "essentialness" of NOK/IDC overlay patents. All JMO.