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

To: cfoe who wrote (2921)	9/8/2000 2:32:59 PM
From: Jeff Vayda	Read Replies (1) \| Respond to of 196804

cfoe: I think the general opinion has been that eventually NOK would sign up. Their track record on in-house efforts is less than what would support their continued dominance. It has been a matter of when they would sign. Some have been saying that the clock is about to reach midnight. Others think they might hedge for another year or two. Then again they dont have to sign if they dont sell the phones. Jeff Vayda

To: cfoe who wrote (2921)	9/9/2000 12:20:27 AM
From: JGoren	Respond to of 196804

NOK will sign 3G license. NOK will sign NOK will sign. It's been obvious since Telson deal announced. I look for announcement next month--probably after spinco IPO and at or before beginning of PCS Show.

To: cfoe who wrote (2921)	9/9/2000 2:56:36 PM
From: Bux	Read Replies (4) \| Respond to of 196804

Qualcomm's license agreements are proprietary but I have never seen anything that would lead me to believe they wouldn't allow Nokia to rebrand Telson's finished products without a license. I think the key here may be that Telson would have already paid full royalties to Qualcomm, why would Nokia need a license just to resell the handsets? Other opinions encouraged. The big news to me is that Nokia is admitting they are that far behind in the CDMA market. Bux

To: cfoe who wrote (2921)	9/11/2000 9:38:46 AM
From: Keith Feral	Read Replies (2) \| Respond to of 196804

That is totally incorrect. Audiovox buys from their CDMA agent in Japan & they are not a licensed CDMA vendor. Nokia can do the same through Telson in Korea. You can't recharge royalties at each step of the distribution channel. NOK has much bigger problems than the issue of licensing for 1X handsets. The real question for NOK regards the licensing of WCDMA. IMO, NOK is going to sit out of the CDMA market until they can sort through the details for the standardization of WCDMA. I would love to know if there is any specific timetable in which the final standards for WCDMA will be published.