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To: Don Edgerton who wrote (76008)	7/9/2000 4:47:52 PM
From: carranza2	Read Replies (2) \| Respond to of 152472

Unless NOK and ERICY are making significant concessions, the royalty rate for CDMA2000 should be less than for WCDMA. Assuming that the Q charges x% for both versions of CDMA, a safe assumption, then WCDMA should be more expensive, at least from a royalty standpoint, because the Q does not own 100% of the WCDMA IPR. The article doesn't make much sense.

To: Don Edgerton who wrote (76008)	7/9/2000 5:37:08 PM
From: foundation	Read Replies (1) \| Respond to of 152472

Curious Korean Telecoms' Statements ---> "...they prefer to adopt the wireless-code-division-multiple-access, or WCDMA, technology from Finland's Nokia Corp. and Sweden's Telefon AB L.M. Ericsson rather than Qualcomm's CDMA2000 technology. All three companies,however, said their preferences may change. The main reason appears to be cost, they said. Qualcomm holds patents for both WCDMA and CDMA2000, but officials at the three companies said Qualcomm asks for higher royalties than Nokia and Ericsson. "It would save us money to use Nokia and Ericsson's technology over Qualcomm's if we decide to use WCDMA," said Won Hong Sik, a spokesman for SK Telecom. ---------- This rationale makes no sense. Literally. Why say this? Their strategic reasons at this time should be for possible roaming (telecoms) and a piece of Europe's and Japan's 3G handset market (Samsung, Hitachi) should wCDMA "prevail". ---------- "When the companies place their bids, each bidder must decide whether it is going to adopt the CDMA2000 or the WCDMA technology," said a spokesman at the ministry. "So we will know [in] September what technology each company will choose." ---------- So, this generally meaningless opera will stretch on for months.... The stock will be played hard. ---------- regards, blg