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

To: Peter Sherman who wrote (8939)	1/25/2001 9:49:06 AM
From: Eric L	Respond to of 34857

Peter, << or, they will start buying Q ASICs and get a world-beater out there -- >> I seriously doubt that will occur (other than the indirect route through Telson). ... I once thought they would buy from Q. Doesn't look like it ... and it is counter productive (I say with my Nokia hat on). Now with both hats on ... I hope they settle licensing ... quickly. - Eric -

To: Peter Sherman who wrote (8939)	1/28/2001 8:56:02 AM
From: gdichaz	Read Replies (3) \| Respond to of 34857

Peter Sherman: One puzzle is what Nokia has to lose - what is the downside - of an agreement with Qualcomm for 1x, 1xEV, and the various flavors of W-CDMA? Thinking about it what are the costs? The major cost is an upfront charge. Then there would be royalty fees which would only apply when phones were sold in a commercial setting. Surely that would be a minor percentage of the total proceeds. In the meantime there are markets (small in comparison to GSM sure, but growing and there is 3rd gen coming which is CDMA as a practical matter). So the question remains - why wont Nokia sign? There seems to be no valid monetary reason. Is it pride and/or loss of "face"? Isn't this the classical case of shooting yourself in the foot? Best. Chaz