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

To: ggamer who wrote (60687)	3/2/2007 1:04:10 PM
From: Maurice Winn	Respond to of 196972

Yes, you are quite right that if QCOM wants to produce W-CDMA bells and whistles, they have to treat with Nokia. Forget about W-CDMA. Just produce CDMA2000 and aim at 450MHz especially because that's efficient spectrum which will increasingly become available as old-fashioned obsolete technology vacates the spectrum. QCOM should never have agreed to support W-CDMA. They should have just left it high and dry, with bells, whistles and fancy ashtrays, but no engine or transmission. It is one of the world's great scams. The US$ is a bigger one, but that does have the merit of being an essential product. I can't think of a bigger scam than W-CDMA [outside governments though W-CDMA is a government scam in large part]. 12% W-CDMA royalty when CDMA2000 is available at 5% royalty. Perhaps W-CDMA is more than 12%. GSM's 16% is more likely the total for companies with no intellectual property to trade. Delays were huge. The technology inefficient. Nokia would lose a LOT more than QCOM. It would be satisfying to see them go back to making gumboots. The losses to QCOM would be relatively minor. People around the world would still be able to make and buy what they want from other licensees. QUALCOMM wouldn't lose any royalties, just W-CDMA ASIC sales and associated business. Nokia will sign up so while they work out that they have to, just get on with doing useful things. Stop bothering to negotiate with them. One can't negotiate or reason with some people. It's not worth trying. They are bloody-minded and stupid and are driven not by a desire to achieve mutuality. They seek confrontation and dominance. They are like chimps. No phragmented photon cosmic rainbows for them. Mqurice

To: ggamer who wrote (60687)	3/2/2007 2:03:49 PM
From: matherandlowell	Read Replies (1) \| Respond to of 196972

"NOK was very successful in delaying 3G, and now they can use the delay strategy to get a better deal with QCOM" Guys, did I miss something? Has QCOM agreed to let Nokia use its IP without paying the standard rate? Seems to me that 3G is already rolling out all over Europe. Nokia can't delay 3G at this time. It is already happening. How are they going to get a better deal with QCOM by delaying? Nokia will only succeed in cutting its own market share. And sooner or later, even the Europeans will see Nokia's strategy as protectionistic-- good for Nokia and bad for Europe. QCOM has never agreed to take anything less than its standard royalty rate. Until they do, and this could be in the courts for years to decades, Nokia has no right to use QCOM's IP. In the mean time, the Nokia option to continue its current license expires in 2008. This case won't even be litigated by the end of 2008, to say nothing about appeals. Therefore, the clock is not working against QCOM. The clock is working against Nokia. If they don't have a deal with QCOM by the end of 2008, the WCDMA standard will not progress to compete with the CDMA2000 standard. Nokia will not be able to sell handsets without continuous legal harassment. Injunctions? Non competitive WCDMA chips? Time in 2008 running out? Tell me how delaying will benefit Nokia. jay