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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (6668)	7/28/2000 10:33:38 PM
From: Wyätt Gwyön	Respond to of 34857

A 36m share buyback with 4.65b shares outstanding is more symbolic than anything else for a dividend-paying stock like Nokia Well, I like the symbolism of $1.5BB in hard cash. That is a decent chunk of change for any company. In this day and age where stock is funny money in so many sectors, how many tech leaders are retiring their stock? (Let's not count IBM and its debt-for-equity legerdemain under Gerstner.)

To: Gus who wrote (6668)	7/29/2000 10:37:59 AM
From: Ruffian	Read Replies (1) \| Respond to of 34857

CorpGold is a hired shill... he writes well, but doesn't have a clue about what is _really_ going on... he practices an art called "junk science". It is similar to saying that cell phones cause cancer because microwaves cook meat... simply not true, the power that a cell phone is infintesimal compared to what it takes to warm up a good sandwich... junk science sounds good on paper, but fails to produce when called upon, similar to the long running battle with TD-CDMA that IDCC has struggled with... promises not fulfilled... Here's something that will set the board on it's collective ear... The W-CDMA Fear-Undercertainty-Doubt (FUD) is the wool being pulled over our collective eyes... There is _no_ standard for W-CDMA - there, I said it. Nor is there a standard for TD-CDMA. _Period_. IS-2000 converges all three into one standard with three modes, two of which are taken very seriously, this is CDMA DS-MAP and CDMA MC-41. This is probably a shock to some... If you recall, the ITU passed the "recommendation" for three standards... the carriers of the systems, such as Vodaphone (AirTouch) and Bell Mobility Canada organized into a group known loosely as the OHG (Operaters Harmonization Group). The OHG was a coalition of a number of carriers (up to 24) was a group that said "ENOUGH!!! we have enough systems out there, we want one standard!".... and thus IS-2000 was born... IMT-2000 is CDMA.... There are paths to ultimate convergence... and these are cdma2000 1xrtt, and then onwards to cdma2000 3xrtt (which incorporate many elements of GSM-MAP and W-CDMA, including the W-CDMA uplink from terminal to basestation). But the essence of IMT-2000 is that QCOM's patents are verified (as in Japan and Europe), and that all roads lead to Rome... Or in other words... all things CDMA lead to San Diego... And this is why SpinCO happens... QCOM spins off SpinCO to protect their main patent, which covers all of CDMA systems, both landline and satellite, and some extra goodies just in case, SpinCO gets the others, with improvements on coding interfaces, and radio configurations. There's enough left for the other players (including IDCC, CorpGold) to make a decent living off of... thing is that vendors and other IPR holders have to go to SpinCO for licenses and possible Joint Ventures for chips, whereas QCOM can say... "want to license, come to us, want to x-license, you have to go to SpinCO". Now getting back to the deployment of IS-2000... 1) 1x can overlay cdmaOne 2) 1x is an extension of IS-95B, which means most of the work is done... 3) 1x can co-exist with 3x 4) 3x and DS-CDMA uplinks are the same 5) the differences between GSM-MAP and MC-IS41 are abstracted in the control plane with a hook and extension on both sides, as both evolve. 6) GSM-MAP comes into play a little bit later... Which means that 1xRTT will be first, and ahead of GSM by a few months. Then the GSM-MAP community will catch up, but not until 3x is ready to go (which IMHO is about on schedule). It also means that existing cdmaOne networks (which cover over 70 percent of the global POP's) are ahead of the game in that they can convert their IS95A networks to IS-2000 (cdma 1xRTT) very quickly and offer the phase 1 services. The GSM community can follow a bit later, but eventually, they will all be IS-2000. What about TDMA (AWE and SBC in the US?)... Well... sad to say, but there is a major interrupt coming soon. EDGE will get them part of the way as ragingbull.altavista.com.

To: Gus who wrote (6668)	7/30/2000 12:28:59 AM
From: Ruffian	Respond to of 34857

Actually, it wasn't QCOM that worked with the team that became IDC, it was linkabit, and it was years ago... they parted less than friends, and that is part of the reason why there is still hard feelings. Funny thing is that Linkabit actually did much of the work that IDC now claims as part of their "portfolio of patents" in that they made TDMA work... IRT the lawsuit - QCOM neither won nor lost... they settled with IDC before that could happen. Rumour has it that during discovery, some Linkabit proprietary documents where found at IDC... but I take that with a grain of salt... In the end, they cross licensed some patents, and QCOM went on their merry way. IDC focused on B-CDMA and enhancing their TDMA portfolio (along with a MOT suit that they lost big time) and the rest is history. IDCC (nee IDC) is a non-issue these days, irregardless of what Bill, Mickey, or CorpGold has to say. NOK is using them to keep the other W-CDMA kiddles at bay in the short term.... when they're done, they'll discard them like a used condom... (no offense intended) As a stock, I've traded the heck out of them, and come out good, last time around, not so hot, but still for the year I'm up. sfx