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

To: shamsaee who wrote (28939)	7/26/2000 4:13:08 PM
From: Uncle Frank	Read Replies (4) \| Respond to of 54805

>> I expect all royalty issues to be settled shortly with qcom, as the manufacturers can not afford to be caught up in a dog fight with qcom over IP issues... You raise an interesting point, Sham. Perhaps someone could comment on the following. We know that once the spinoff is completed, chip manufacturers will have to negotiate licenses with both spinco and qcom in order to use cdma technology. Dr. J has said, however, that existing licenses with qcom will not be affected. If NOK signed up for 3G now, would they avoid having to deal with spinco later on? Still in an information gathering mode, uf