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

To: tero kuittinen who wrote (4423)	4/26/2000 4:47:00 PM
From: Wyätt Gwyön	Respond to of 34857

If this happens, Nokia's and Ericsson's investment in W-CDMA will suddenly look like money well spent. And the substantial cdma2000 investment Motorola, Lucent and Qualcomm have made will suddenly look like money flushed down the toilet. If it were just money down the toilet for QCOM, I don't think it'd be so bad. Seriously: Wall Street forgives companies all kinds of boondoggles (viz. MOT and IRIDQ). The real problem is the huge opportunity cost to QCOM in gaining ascendancy in WCDMA. While they are now a big fish in a small pond, they run the risk of becoming a total piker in a big ocean. Will royalties save the day? More on that next week. I mean, next year...or two years from now...

To: tero kuittinen who wrote (4423)	4/26/2000 7:59:00 PM
From: Skeeter Bug	Respond to of 34857

tk, does qcom get any royalties related to w-cdma? i think qcom is terribly overvalued relative to the most optimistic forecasts and have suffered the wrath of the Qrue believers. however, qcom was absurdly overvalued and that may, in part, account for their recent flop in the market as much as anything else. perhaps nok and ericy were as overvalued ($120 billion with little earnings in qcom's case) relative to earnings, but i doubt it. interesting take, though. it sounds like q gets a big fat handful of air when it comes to w-cdma. true?

To: tero kuittinen who wrote (4423)	4/27/2000 1:52:00 AM
From: brian h	Read Replies (1) \| Respond to of 34857

Tero, Bug - Nokia has spent a lot of money on developing W-CDMA. Nokia also needs IDCC's patents to keep developing its WCDMA term, does it not? IDCC patents are important. Why not QCOM's? Does it make sense? Being a Nokia expert, when is Nokia going to sign that license deal with QCOM (almost the same rate like ERICY and Hitachi are willing to pay)? Why waste time and money to develop WCDMA term or trial without a license deal since you say Nokia has spent so much time and efforts to WCDMA term? Does it make any sense to you? Brian H.