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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (2598)	8/30/2000 2:33:18 PM
From: tradeyourstocks	Respond to of 196987

I agree with what you're saying but I think you have the standards reversed. If NOK and QCOM fight over WCDMA then the carriers will be hesitant to get involved with WCDMA. CDMA2000 would be the one that will look less risky to the carriers. MicroE

To: marginmike who wrote (2598)	8/30/2000 5:04:12 PM
From: engineer	Read Replies (1) \| Respond to of 196987

I can't follow the reasoning in this thread today. NOK is a licsenee, so they already agreed to the validity of the patent pool. they were well informed of what they bought into in this whole deal, unlike what Micron claims for Rambus. these are totally apples and oranges. Second, why would NOK want to sue into an area in which they have so many negative precendences? ERICY lost once, MOT lost, Japan lost, Korea lost. NOK already got told by ETSI that the Q patents cover WCDMA. Is NOK going to also sue ETSI? I don't think so. Last, the person being hurt badly in the litigation would be NOK, as they do not at this time have clear right and title to their WCDMA stuff and since they have NEVER SOLD any commercial system ,they can't be held up in court. But I would venture to guess that the day they deliver and sell the first system, there would be a lawsuit within an hour by Q on them. the precedence has already been set in the last year and many entities besides Q agreed that WCDMA pays royalties. Some days, the speculation on this thread goes into some pretty preverse stretches of imagination to try to rumor it's way into thinking that Qualcomm is going to stop delivering CDMA or somehow not be in the game. I do not think at the carrier infrastructure level that they know or understand NOK any better than they do Q. I don't think that NOK has a better track record of delivering that they promise than Q, especially for any xCDMA products. I would be looking more for NOK to buy Q's chips in the near term, buy into spinco in the longer term, and to negoitate a way to get a single merged std in the middle with Q such that we can all stop this fighting and go on with trying to deliver products.

To: marginmike who wrote (2598)	8/30/2000 6:41:45 PM
From: mightylakers	Respond to of 196987

Correct me if I'm wrong. But I remember that Ericy/Qcom lawsuit was not about WCDMA, at least officially. It's Ericy suing Q infringing E's patents in IS-95. The compensation they were asking for is the total stop of any production and sales of IS-95 CDMA system, handset etc etc. The reason they can do that is that IS-95 was the only commercialized product at that time therefore E had the leverage to sue Q.

To: marginmike who wrote (2598)	8/31/2000 1:12:57 AM
From: JGoren	Respond to of 196987

Ericy got away with it and look what happened. I am not so sure that NOK's customers would succumb a second time to the ploy of the lawsuit. Qualcomm won before; Qualcomm has never lost. The only thing that will satisfy NOK customers is the assurance that NOK will SETTLE in a way that will protect them. Furthermore, the second NOK offers for sale a WCDMA product, Qcom should immediately SUE in the United States. Hey guys, we can't get a simple drug case to trial in federal court for all the wireless patent suits: Qualcomm vs. Ericsson; Interdigital Communications against Ericsson; and maybe Qualcomm against NOK.