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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Jack Bridges who wrote (12012)	6/11/2000 2:19:00 AM
From: JGoren	Read Replies (1) \| Respond to of 13582

CNBC just replayed the NOK CEO interview and Piecyk interview again. NOK said phone sales at 430 mill this year vs. 275 mill. last year (correction to prior post). Piecyk said two things moving: web phones and cdma. NOK will do well in first with respect to cdma "very weak relative to its competitors." NOK CEO admitted co. got to cdma late but says making up lag in software and hardware design. I assume that includes chips, but he did not mention chips at all. As reported earlier, Piecyk said NOK making progess in designing better phones but had problem of the 1x technology coming online, said to look for NOK chip deal with Qualcomm.

To: Jack Bridges who wrote (12012)	6/11/2000 5:25:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 13582

<But if you want to fight the Q's massive patent position and court record, how many operators will you sign up as you vigorously battle the windmill?> Which, to repeat once again, [this is a very old topic folks] is why Q! agreed to pay Interdigital a few $$million years ago. The risk of being delayed by litigation was too high and it was worth paying the extorquerated fee to Interdigital so that CDMA would be accepted without delay. Courts should be much more speedy - the delays cost a fortune and induce vexatious and payoff-type litigation. Interdigital fan club members pretend this payment means Q! recognizes Interdigital's intellectual property. That is not the case. The agreement was established, payment was made and it is history. But it shows that companies will NOT want to have their business delayed for years by pretending Q! does not have essential IPR, the same as Q! couldn't afford to delay, even though they didn't believe Interdigital had a leg to stand on. Delays and triple damages...yukkkk. Early licensees should get cheaper rates than low risk latecomers who get a valuable technology with a ready to roll market and easily determined cash flow. I'd love to see 3G royalties at 15% from now on. Better still, offer three more licenses to the top three bidders then pull up the drawbridge - that should get some action. Look how much Britain got for the spectrum. Imagine what the actual technology to go in that spectrum would get! Woohoo!! Yeah, auction 3 more licences and call that it. Mqurice