Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mightylakers who wrote (13275)	7/3/2001 10:29:03 AM
From: Eric L	Respond to of 34857

Lakers, << My guess is they must be part of the multi-mode, i.e. 1x/GSM/GPRS, WCDMA/GSM/GPRS, or even 1x/HDR/GSM/GPRS >> Guesses are good. I (publicly) guessed the deal would be done before the dawn of 2001. I (publicly) guessed that ANATEL would not create licensable spectrum in 1800 MHz band. I (publicly) guessed that CDMA would reach 90 million subs last year. I'm (publicly) not guessing on this one ... ... but on this one, your guess, if I guessed, would be every bit as respectable as mine. << ... And EDGE? >> Have you seen a NEW Qualcomm roadmap? <g> "EDGE will never see the light of day" - IMJ - Eric -

To: mightylakers who wrote (13275)	7/3/2001 12:02:28 PM
From: 49thMIMOMander	Read Replies (2) \| Respond to of 34857

``We welcome the enhancement of the original Nokia-Qualcomm patent agreement to include _all_ _CDMA_ standards for infrastructure equipment as well as subscriber equipment.'' The basic GSM air interface is obviously not patented, just like CDMA isn't, but GPRS has been defined much later. And then there are all those things needed for roaming and billing, as well as WCDMA asynchronous handoff. But bottom line is that Q has voiced the plan of getting out of business, go sailing on the bay. Ilmarinen And Verizon just voiced the opinion that if there isn't WCDMA-QCDMA compatible handsets QCDMA is dead, globally and soon locally. (although both still are true, the agreement makes the tranisition easier)

To: mightylakers who wrote (13275)	7/3/2001 1:02:06 PM
From: carranza2	Read Replies (3) \| Respond to of 34857

Mighty, the language is purely face-saving to Nokia. In my opinion, the deal includes all the GSM IPR Q needs, and Q does not need to pay for it. Nokia, however, does pay standard industry rates to Q. The language has to be carefully examined: Nokia has also been granted a royalty-bearing license under Qualcomm's patents to make and sell infrastructure equipment for all CDMA wireless systems while Qualcomm is granted rights under Nokia's CDMA-related and other patents to market and sell CDMA components, including multi-mode integrated circuits. First, the Nokia license is royalty-bearing to Q. Clearly says so. Second, the "cross-license" to Q is not specifically said to be royalty bearing. If it were royalty bearing to Nokia, it would have insisted that the announcement say so. However, there is only so much face-saving Q could do. Q's rights are free. This is perhaps the best part of the announcement. There was no need to trade any CDMA IPR. Third, Q is granted rights to "...CDMA-related and other patents to market and sell CDMA components, including multi-mode integrated circuits" The "other patents" language is the heart of the face-saving to Nokia. It means, in my opinion, that Nokia is allowing Q to use necessary GSM IPR so that it can make and market "multi-mode integrated circuits.", i.e., those that include WCDMA and GSM. There is no other logical way in which to read the language. Why would Q license Nokia if it didn't get the GSM IPR it needs? Why leave that dangerous loose-end dangling? Isn't it curious that the deal is made on the eve of Spinco's birth? Spinco is not going to happen, in my opinion. The deal was driven by Nokia's need for infra IPRs so that it could get UMTS built out. Without infra IPR, its plans to support UMTS, and be the infra leader, are dead in the water. A magnificent negotiating victory for Q particularly as Nokia pays standard royalty rates. The wars are over. No more Nordic FUD.