Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tero kuittinen who wrote (5020)	5/26/2000 3:05:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 34857

<We don't know. We just don't. There is no certainty about the IPR payment balance in W-CDMA. And in a year or two that matters a whole lot more than the IS-95 IPR situation. It is exactly this "Qualcomm owns the CDMA patents" line that lured individual investors to buy into QCOM at 160 bucks, 120 bucks and 80 bucks. The element of uncertainty about 3G was glossed over by the cheerleaders. Now that the uncertainty is finally damaging the stock, these same cheerleaders try to blame "market makers", "shorters", "communists", "Europeans", "Maria Bartiromo" and various other easy marks for victimization. > You have to be kidding! Just ask> Infrastructure Fujitsu Hitachi, Ltd. * Hughes Network Systems * Hyundai LGIC (Goldstar) Lucent Technologies Motorola NEC Corporation NORTEL Networks * Samsung Telefonaktiebolaget LM Ericsson Tero you might want to spread that with novices, but do it on a PM. <gg> Ruff

To: tero kuittinen who wrote (5020)	5/26/2000 3:16:00 PM
From: Ruffian	Respond to of 34857

<This is a Nokia thread and I don't need to take my comments about W-CDMA to PM.> But your comments are summations and based on a wish-list. Ruff

To: tero kuittinen who wrote (5020)	5/26/2000 3:25:00 PM
From: Peter J Hudson	Read Replies (2) \| Respond to of 34857

Tero, >>We don't know. We just don't. There is no certainty about the IPR payment balance in W-CDMA. And in a year or two that matters a whole lot more than the IS-95 IPR situation.<< Why don't we know about IPR payment balance for WCDMA? Companies are making deals to deploy WCDMA. Some companies have paid license fees to use QCOM IPR in WCDMA. Has Nokia licensed it's WCDMA IPR to anyone yet? I have to believe that the companies preparing to deliver WCDMA systems have a good idea how the balance of IPR shakes out. Will this issue be solved before DoCoMo rolls out their system next year? I think everyone in the industry knows who has the bulk of essential patents for WCDMA, they just don't want to talk about it. Pete