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

To: gdichaz who wrote (26711)	6/23/2000 11:24:00 AM
From: Knight	Read Replies (1) \| Respond to of 54805

Nokia/Telson Deal: What Am I Missing? At first glance, this appeared to me to be a major victory for QCOM, yet the market seems to be responding with a yawn. The thread elders also don't seem as excited as I was. QCOM will collect royalties on every CDMA phone Nokia says via their licensing agreement with Telson, right? My first inclination was that this was Nokia's way of capitulating without explicitly stating they were working with QCOM. However, upon further reflection, I suspect a more insidious motive: Perhaps Nokia is using Telson to ensure they don't miss out on near-term CDMA revenue. Also, since this arrangement doesn't require them to sign an agreement with QCOM directly, they can still attempt to develop an implementation of CDMA that supposedly* doesn't use QCOM patents, introduce it later themselves and dare QCOM to sue them. Thread elders, is this the reason for your (and, apparently, the market's) lackluster enthusiasm regarding this news? If this isn't it, what am I missing? *I say, "supposedly" because, as QCOM experts know, Dr. J. has stated that it's not possible to do CDMA without QCOM IPR. P.S. Please forgive me for being dense if I'm merely stating the obvious by the above.

To: gdichaz who wrote (26711)	6/23/2000 11:39:00 AM
From: Knight	Respond to of 54805

Personal Word of Thanks Last night I ventured over to the Yahoo boards the first time in a long while in search for QCOM info. This venture reminded me again of just how good this thread is. I highly value the competence of you G&K regulars and the consistent quality and civility of your discourse. This thread has contributed greatly to my insight into tech investing since I began following it late last year. It has also made me a more astute employee for my company. (I work in the technology industry.) P.S. I recently purchased "The Innovator's Dilemma" and stayed up until around 2 this morning reading and taking notes. The book introduced me to some new insights and also expresses number of the insights that I already knew intuitively from my experience in the tech industry. The brilliance of the book, for me, is that it provides a rather simple paradigm for expressing and organizing these insights as well as a strategy for putting them to use. To all on the thread who have recommended it, Thanks! Thanks! Thanks! (I have, of course, read the RTFM.)