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

To: tero kuittinen who wrote (5027)	5/26/2000 3:43:00 PM
From: slacker711	Read Replies (1) \| Respond to of 34857

One comment on an old argument.... Then you also have to assume that Ericsson is now going to accept the IDC license demands, just because Nokia reached an agreement with IDC. Are you willing to accept that on faith? The key is that multiple companies have licensed W-CDMA from Qualcomm...if memory serves, this includes LU, ERICY, Nortel and Samsung. Nokia is the lone wolf on this one.... On another subject.... Any comments on the impact of France Telecom buying Orange....How do you think this would effect the awarding of a 3G contract by Orange? I am starting to worry about Nokia's presence in the European W-CDMA market. They seem to be doing well in Asia...but we really havent heard much in Europe (I really cant count Lichenstein). FWIW....Here are pic's of the new Kyocera phones, probably available by Sep. kyocera-wireless.com Slacker

To: tero kuittinen who wrote (5027)	5/26/2000 5:13:00 PM
From: Peter J Hudson	Read Replies (1) \| Respond to of 34857

Tero, >>Why should Nokia license its IPR before an industry-wide agreement has been reached? Isn't the usual procedure to first reach an agreement on IPR and then start licensing? Of course Qualcomm is free to sign up any company that agrees to.<< I don't know what you mean by industry-wide agreement. Agreement on what? Why should a license agreement be industry-wide. I think your socialist roots are showing. Isn't the usual procedure to have IPR issues worked out before you announce agreements to sell the technology. You refer to Nokia's WCDMA deals, are these deals to provide WCDMA made without having licensed the technology necessary to manufacture the infrastructure, or is Nokia confident they will not need others IPR? Again, I think all the players know who owns the essential IPR for WCDMA. I predict this standoff will end like the ERICY / QCOM standoff did. I might be out on a limb, but the view is wonderful. Pete