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

To: pcstel who wrote (22383)	5/8/2002 11:32:04 PM
From: Dennis Roth	Read Replies (1) \| Respond to of 197008

Now all of a sudden some the factions split and want to cap the rate! The factions are not split. Nokia is pleading for a break. Please don't make us pay more than 5% The want Ericsson and others to give away a cost advantage they have over Nokia by capping IPR at 5%. Nokia wants everyone to pay the same for the IPR while they will still have their advantage of scale in purchasing. They want Ericsson and Motorola to give away their advantage in IPR costs for poor little Nokia. "Pity me!", says Nokia, "Don't make us pay more than 5%." Nokia's 5% cap proposal is not born out of altruistic impulses. No big corporation is driven by altruism. They seek advantage for themselves. And a 5% IPR cap is advantageous for Nokia. 141

To: pcstel who wrote (22383)	5/8/2002 11:35:10 PM
From: Kayaker	Read Replies (1) \| Respond to of 197008

Now all of a sudden some the factions split and want to cap the rate! That is not good. IMO. Didn't Nokia float this same BS a year or so ago? It really sounds familiar.

To: pcstel who wrote (22383)	5/8/2002 11:42:23 PM
From: samim anbarcioglu	Read Replies (1) \| Respond to of 197008

pcstel, <<Everyone was in the same camp and agreed to pay the same for WCDMA and CDMAOne/CDMA2000/EV. Now all of a sudden some the factions split and want to cap the rate! >> It is all up to NOK. They can pay QCOM's royalty (for which they acquired a licence to use and paid good money) and manufacture the 3G phones, or they do not. There are several other companies ruling in CDMA manufacturing right now. The presence of NOK does next to nothing for the demnad for CDMA at this point. They are not essential in the equation. And IMO certainly not counted upon as a competent, reliable, honest manufacturing customer. You mention some camp, and a sudden split in the groups. What's that all about? There's no camp. There is technology developer, and its customers those that are willing, can buy those that don't, can sell spare parts, connectors and things to 12 year old GSM networks in 2004. That's it. Actually Art Bechoefer had the best idea. QCOM should offer a 2% discount.. Only on CDMA2000, and let NOK and the others over there figure out how to deal with that.