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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Carolyn who wrote (25942)	6/6/2000 10:29:00 PM
From: DownSouth	Respond to of 54805

Carolyn, I saw nothing in this rather technical article to indicate that NOK will be "presumably bypassing QCOM" with their WCDMA developments. Even if NOK does not involve QCOM in these developments, if they use any of QCOM's IP, they will have to pay royalties. My understanding is that any version of CDMA implementation requires the use of QCOM IP. Based on what I have heard from Dr. J's mouth, I presume that NOK will not be bypassing QCOM.

To: Carolyn who wrote (25942)	6/6/2000 10:35:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Carolyn, I don't remember seeing you posting here in the past. My apologies if we've met and I don't remember. Mike, regarding NOK, CDMA and 3G, Nokia is working closely with IDCC to develop WCDMA products, presumably bypassing QCOM. "Rule #4: Hold gorilla stocks for the long term. Sell only on proven substitution threat." For me, the threat isn't proven. --Mike Buckley

To: Carolyn who wrote (25942)	6/7/2000 12:47:00 PM
From: StockHawk	Read Replies (2) \| Respond to of 54805

>>Nokia is working closely with IDCC to develop WCDMA products, presumably bypassing QCOM.<< Hi Carolyn. I see you have already received two replies to your post, but I thought I would add one more. Based on your post, and others, it seems safe to conclude that Nokia has an interest in utilizing CDMA technology. If that is the case, they could just meet with QCOM and try to negotiate a deal. But it is likely they would end up paying the full royalty rate. Perhaps, knowing how smart they are, they would like a bit more leverage on their side of the bargaining table. One way to achieve such leverage is to make statements about developing their own brand of CDMA, and to try to add credence to such statements they could even hook up with an outfit like IDCC. After all, taking such a posture would be a no-lose situation for them. Worse case, they end up paying full royalty anyway; best case, they get a tough negotiator, like QCOM, to blink. From what I know about QCOM and IDCC I would say that any efforts by Nokia to engage IDCC is ultimately very good news for QCOM. StockHawk PS. As an aside, for some reason talk about IDCC and their CDMA seems to remind me about all the stuff I read before Pfizer introduced Viagra. There was another company, much smaller, called Zonagen that had a pill that would be out first, that would be cheaper, better, etc. Unfortunately, for them, it never got to market. I find that with most significant new products that there are always several companies waiting in the wings ready to unleash their better, cheaper, almost identical alternative. Mostly these are ultimately vaporware. But we'll see.