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To: Jorj X Mckie who wrote (45444)	12/28/2000 1:33:49 PM
From: Yaacov	Respond to of 77399

Mr.McKie the life is not like a book! Market doesn't do what we like, it is not logical and I don't believe it will learn from the dot.com bubble earlier this year! In the meanwhile, lets enjoy it one day at a time! gg Good luck Yaacov

To: Jorj X Mckie who wrote (45444)	12/28/2000 2:21:37 PM
From: cuemaster	Read Replies (1) \| Respond to of 77399

Royalties for infrastructure are more like 1% than the 5% or so for subscriber equipment. The 1% being on the wholesale price of the basestation component. That's as I recall something from 5 years ago. Does anyone know what the price of a single 2G basestation is? Somewhere in my memory, I seem to recall reading that it was somewhere around $100,000...however, this seems a little high. Nokia has a slide in their 3G networks presentation which is called W-CDMA delivery capacity. They have a graph which shows the ramp up of capacity for the W-CDMA infrastructure market....along with a table that lists the basestation totals for 2001 and 2002. This is shown as 100,000 and 300,000 respectively. As Nokia is assuming a 35% marketshare for itself, I assume that they have a pretty good handle on these numbers. This would work out to $100m and $300m for the next two years in just W-CDMA infrastructure royalties. As far as I know, none of this is reflected in analyst estimates. Slacker *i think your right*