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

To: Jim Mullens who wrote (24188)	3/12/2003 2:54:03 PM
From: slacker711	Respond to of 34857

Would it require a Qualcomm chip to do so, or could Nokia (TNX) integrate BREW into their chips? It definitely doesnt require a Qualcomm chipset....my understanding is that BREW is intended to be able to be integrated onto anybody's chipset. Does Nokia have/ require a separate license from Qualcomm for BREW? Would Qualcomm provide a non- royalty bearing BREW license just to get BREW deployed and have the BREW revenue stream? We dont have a lot of details but Qualcomm has consistently stated that their primary goal with BREW is to seed the market with applications that will require state of the art handsets (read 1x/1xEV-DO). Besides this, I sincerely doubt that the operators would have adopted BREW without assurances that other chipset manufacturers would be able to use BREW without a huge licensing fee/royalty. If they had, Qualcomm could have raised the price of their chipsets considerably once BREW became popular with consumers. I dont think the operators were looking to chain themselves to Qualcomm forever. Slacker

To: Jim Mullens who wrote (24188)	3/12/2003 2:54:23 PM
From: Eric L	Respond to of 34857

Jim, << BREW in the future”. Would it require a Qualcomm chip to do so. >> Nope. There are no Qualcomm chips in Nokia's future and I think that yesterdays press release makes that abundantly clear. << could Nokia (TNX) integrate BREW into their chips? >> Yup. Nokia (not TI). << Does Nokia have/ require a separate license from Qualcomm for BREW? >> I can't answer that question. I have always assumed that Nokia covered those bases in that prolonged negotiation period that resulted in them extending their original cdma license that dates back to 1991 and incorporated WCDMA into it and negotiated their WCDMA infrastructure license but that is just an assumption. I suspect that if they did not resolve it way back then, that Jorma and IMJ resolved it on IMJ's (rumored) last trip to Helsinki last summer or fall, in which case legal staff could still be working out detail. << Would Qualcomm provide a non- royalty bearing BREW license just to get BREW deployed and have the BREW revenue stream? >> IMO, if they had an ounce of common sense (and I think they have at least that many ounces <g>)- they would. Likewise, if Nokia has an ounce of common sense (and I think they have at least that many ounces) they will incorporate BREW. If they do not they have not maximized the opportunities they have with their 1xRTT platform that the claim is highly scalable and which they are obviously quite proud of despite the fact that it has taken them longer than they anticipated to mature. I believe that BREW software development is a work in progress at Nokia . I base that on reading between the lines of comments made by Anssi Vanjoki at the last Nokia strategy update ... but that was just my interpretation of what he said and he did NOT explicitly state that although he did make specific references to BREW. I didn't mean to upstage any response that Slacker might make to your question directed to him and I look forward to his response. Best, - Eric -