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

To: DownSouth who wrote (28392)	7/20/2000 12:26:41 AM
From: stomper	Read Replies (3) \| Respond to of 54805

OT: DS, I'm not trying to be argumentative here. And I am not trying to be contrary. My point is, whether they pushed it or not, it is having massive (albeit somewhat vaporous at present) acceptance worldwide. Does this not change the game for QCOM in the Gorilla Game context? -dave

To: DownSouth who wrote (28392)	7/20/2000 7:13:52 AM
From: shamsaee	Respond to of 54805

I agree completely.The main question comes down to how they resolve cross licensing for WCDMA and if there is a dilution in royalty percentages. A contract with NOK or MOT will give us a Once for all signal that all is well. Another thing that caught my attention in a recent article is how NOK is losing its market share in INFRA supply for 3G,which might be sign that carriers know Qcom has the essential IPR for WCDMA and won't risk ordering INFRA from NOK until an agreement is in place.