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

To: Uncle Frank who wrote (28524)	7/22/2000 7:23:35 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Thanks, Uncle Frank for the clearest analysis of the Nokia-QCOM impasse that I've seen. I conclude that my guess that Nokia will try to bypass Qualcomm's patents on all and any flavour of CDMA was wrong. If they intended to claim that the patents are not binding on them they would be saying so loud and clearly, right now. They are stuck. The morning after they capitulate the stock will open at 90-100 and Dancelot and I will groan at having been too slow. Incidentally, while QCOM won't come down on their royalty price for any CDMA stuff that Nokia makes, QCOM might agree to pay something for the W part of WCDMA, i.e. some GSM intellectual property in order to enter the WCDMA asics area. I suppose this last point is a minor matter.