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To: carranza2 who wrote (143473)	7/11/2006 2:43:02 PM
From: Art Bechhoefer	Respond to of 152472

after the years of claiming that the original CDMA license covered WCDMA Or, after years of claiming that they didn't need a QCOM license for WCDMA (well, they finally acknowledged that they couldn't get around QCOM patents, even though they thought originally that the patents from IDCC would take care of the problem). What we're seeing is another example of how dominant players behave in the markets they think they dominate. One of the best examples is GM, which at one time really was the largest car maker in the world and dominated the market in the U.S. GM always looked down on the smaller vehicles like VW and the new Japanese arrivals, claiming that GM had all the technology necessary to build a car of any size. After a few problems in the Vega and Chevette, GM began to realize that maybe the Japanese really did have something, but by then it was a little late. Nokia is just getting around to the idea (they really don't believe it wholeheartedly yet) that GSM won't lend itself to high speed applications as well as some form of CDMA. In the past, they didn't have to worry because they dominate most cell phone markets. But now they are already learning about competition from China and Korea and Japan, where CDMA has at least a foothold. I wonder how long it will take for institutional investors to figure out this stuff. Art