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To: cfoe who wrote (88658)	12/1/2000 8:28:48 PM
From: jackmore	Read Replies (2) \| Respond to of 152472

<<NOK 1X rights vs. wCDMA>> The Telson deal was strange, probably one of a kind. My guess is that NOK got half a loaf (i.e. right to 1X if phones are manufactured by Telson and chips come from Q) in exchange for future consideration of full 3G license. The half a loaf may have a time limit of some kind so that NOK has only so long before full 3G license price goes up. This is only speculation, of course, but it is one possible way that both sides could have made progress without either appearing to give in. The strange way the deal was announced leads me to believe it was unique: no clear cut victory for either party. /jack

To: cfoe who wrote (88658)	12/1/2000 9:21:40 PM
From: tradeyourstocks	Read Replies (1) \| Respond to of 152472

cfoe- another interpretation could be that NOK's original license covered enough of the patents that are essential for 1x. I know that Q has lots of new patents for HDR (1xEV) but I have no idea which of Q's new patents are essential to 1x. I bet that some of the patents that NOK has licensed many years ago are also essential for WCDMA. If none of the new ones are or will become essential for WCDMA we may never hear that NOK has licensed WCDMA either. This line of reasoning is also consistent to NOK IR blurbs that people have posted. NOK believes that their current license with Q covers 3G. We never got a press release about MOT expanding their agreement to cover WCDMA, but MOT has been listed as WCDMA licensee in several of Q's recent press releases. MOT and NOK were both early licensees and without knowing the details of the agreements it's hard to differentiate the two. I don't see any of this as a problem because the end result is that MOT and NOK pay Q according to whatever agreements they already have in place. We just wouldn't get a huge pop as a result of a "NOK capitulation" since they would have already capitulated years ago. Just a thought, MicroE