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To: Dennis Roth who wrote (101100)	7/3/2001 10:49:38 AM
From: puzzlecraft	Read Replies (3) \| Respond to of 152472

Does "subscriber equipment" mean handsets? As in ... "As part of the agreement, Nokia will continue to pay royalties to Qualcomm for subscriber equipment at the same rates established by the terms of the original cross license agreement in 1992, irrespective of the CDMA standard implemented. "

To: Dennis Roth who wrote (101100)	7/4/2001 12:30:34 AM
From: Kayaker	Read Replies (1) \| Respond to of 152472

Dennis, the post of yours (re the Morningstar note) that I am responding to is below (titled Original Version). If you click on the link that you provided you will see that it has now been altered (below titled Altered Version), though it still says "Tuesday July 3, 9:05 am Eastern Time". I guess that beats issuing a correction. LOL! Still no mention of handsets. -- Original Version -- A couple of sandbox heavyweights are deciding to play nice, as Nokia (NYSE: NOK - news) and Qualcomm (Nasdaq: QCOM - news) on Tuesday announced an expansion of their existing licensing agreement. Relations between the two companies have historically been very chilly, primarily because handset leader Nokia doesn't pay a licensing fee on its phones embedded with the code division multiple access (CDMA) technology pioneered by Qualcomm. This announcement still does not cover handsets, but rather all CDMA-based wireless infrastructure equipment; as reciprocation, Qualcomm is granted rights under Nokia's CDMA-related and other patents to market and sell CDMA components, including multimode chipsets. This is a big deal because it shows that these two proud companies can cooperate, when necessary, and grease the wheels for future agreements. Todd Bernier -- Altered Version -- A couple of sandbox heavyweights are deciding to play nice, as Nokia (NYSE: NOK - news) and Qualcomm (Nasdaq: QCOM - news) on Tuesday announced an expansion of their existing licensing agreement. Relations between the two companies have historically been very chilly, primarily because handset leader Nokia did not have a licensing agreement covering the use of code division multiple access (CDMA) technology-- pioneered by Qualcomm--for CDMA-based wireless infrastructure equipment. Until today, this meant that Nokia could not ship any CDMA networking gear without potential legal action by Qualcomm. As reciprocation, Qualcomm is granted rights under Nokia's CDMA-related and other patents to market and sell CDMA components, including multimode chipsets. Todd Bernier biz.yahoo.com

To: Dennis Roth who wrote (101100)	7/27/2001 6:16:30 PM
From: Dennis Roth	Respond to of 152472

Morningstar: Bernier: Qualcomm Is Overvalued Tom Bernier strikes again! Just Look... \| \\\\\// \| \| \| \| \| \| (.) (.) \| \|__oOOo__(_)__oOOo_\| *Cable* and wireless equipment maker Qualcomm (Nasdaq: QCOM - news) gained 6.4% to $63.50 after announcing pro forma earnings roughly in line with analysts' estimates, but lower than last year's pro forma profit of $0.27 per share. Qualcomm's special charges, however, totaled $449 million in aftertax adjustments. In reality most of Qualcomm's business segments didn't do well in the quarter, said Morningstar stock analyst Todd Bernier. Profit margins decreased in almost all areas, and the mobile-phone industry probably will sell fewer wireless phones using Qualcomm's CDMA technology than originally expected this year. So, Qualcomm shares are overvalued at their current price, Bernier said. ---- From biz.yahoo.com and later repeated in biz.yahoo.com