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

To: Ruffian who wrote (6940)	8/8/2000 6:55:09 PM
From: EJhonsa	Read Replies (2) \| Respond to of 34857

Why would DoCoMo have to pay royalties to Qualcomm? They're merely a carrier, not an equipment manufacturer. Besides, I'm sure that they knew that even if Qualcomm were never to earn a cent from W-CDMA, that high royalties would be a part of the game, given the number of W-CDMA IPR holders that are out there. On another note, DoCoMo itself could generate some decent royalties off of W-CDMA, given that they don't need to enter into any cross-licensing agreements. This could prove to be a valuable hidden asset possessed by the company. Of course, certain equipment providers might prove willing to charge less to DoCoMo in return for lower royalty rates. One last thing: "Andrew Seybold's Outlook" is a Forbes publication, which means that it's very likely that Gilder is a bit of an influence on this guy's thoughts, which in turn fully explains lines such as the one that states that DoCoMo will have to pay Qualcomm royalties (hey, he's a fairly good technologist, he just doesn't always do a good job of keeping track of where his companies stand from a financial perspective). Eric PS - FWIW, I once read an issue of Seybold's newsletter, and while I did find a couple of interesting paragraphs within it, I also think that there's much better stuff out there, and that to call his work "the authoritative monthly newsletter for the Wireless Internet and Mobile Computing communities" is quite a stretch.