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


To: foundation who wrote (12368)7/3/2001 11:07:37 AM
From: JGoren  Read Replies (1) | Respond to of 197031
 
Qcom played it well. Patient. I remember the General Counsel telling me at the time of the February meeting that Qcom could have a royalty deal tomorrow if it would lower the royalty rate. Instead, Qcom waited until NOK's need for an infra license was too strong and it had to agree to the standard, prior rate.

Now that NOK can make cdma infra, it will be interesting to see how long it continues to maintain WCDMA as its sole pathway, or will it start to offer cdma2000 infra, too. Its way behind in the latter.



To: foundation who wrote (12368)7/3/2001 12:35:53 PM
From: carranza2  Read Replies (1) | Respond to of 197031
 
In order to convince carriers, Nokia had to be credible with its plan to be No. 1 in UMTS infra. I suspect Q would not deal until all license issues resolved.

Over a barrel.