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

To: carranza2 who wrote (12357)	7/4/2001 1:46:40 AM
From: Maurice Winn	Respond to of 197337

<Maurice is going to explode when he finds out that Nokia gets to pay at original rates> Not at all - the GSM, GPRS and W-CDMA free rights thrown in with the usual royalty rate is the equivalent of quite a price increase [considering GSM royalties are normally 15% or so for non patent-sharing companies]. You probably saw my satisfaction with the deal [as much as I understand it] and that I consider Q! has done a good thing: Message 16028286 That agreement could be worth more than a simple 10% royalty rate from Nokia because it will enable Spinco to produce ASICs for all types of phones and since they have a strong position in ASICs, whereas Nokia has a small [for now] position in CDMA subscriber gadgets, I suspect there is more value in those Nokia patents than in 4% or so foregone by accepting the normal royalty rate instead of my preferred 10%. But small-scale new licensees can still get the normal royalty rate while QUALCOMM complies with the 'equal for all comers' 3G standard requirements. It seems Spinco is going ahead in accordance with the IJ Haiku according to Julie Cunningham as reported here.http://www.siliconinvestor.com/readmsg.aspx?msgid=16027011 Mqurice