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

To: pyslent who wrote (61023)	3/16/2007 11:23:49 AM
From: Eric L	Respond to of 197227

Nortel's GSM Business Does Nortel make standalone GSM (non-wCDMA) infra? Yes they do, although it does not contribute a major share of their business. Nortel spun their UMTS RAN business but not the UMTS CN business or the GSM business. Apparently L'Alcatel wasn't interested in the GSM business. In 2005 Dell'Oro credited Nortel with 7% revenue share of GSM infra. I haven't seen a 2006 number, although Dell'Oro reported that Ericsson, Nokia, and Siemens held over 70% GSM infra revenue share in 2006. tinyurl.com << It's one thing to proactively license whatever GSM IP Qualcomm has if it's offered as part of their IPR buffet (just in case); it's quite another if Nortel has now agreed to pay an ongoing royalty to Qualcomm on GSM-only infrasctructure. >> I suppose, but what are they paying? - Eric -