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

To: slacker711 who wrote (68076)	8/21/2007 1:32:28 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 197444

Slacker--As I said earlier, I don't see the evidence. Yes, Nokia indicates it is accruing something, but is indefinite on how much. What if that quote you provided really means they think about 1.5 percent or some such figure is enough for a set aside? And of course, we all know that WCDMA handsets have until now been a very minor part of the total revenues for Nokia. It is only now, when demand for WCDMA is picking up, that the set aside would gain in importance, and then only if the amount to be set aside conformed to the old agreement. So Nokia is right in saying there is really no impact yet. But that doesn't run counter to my statement. It reinforces the notion that Nokia has decided it MUST HAVE a lower rate, and lower than that available to some 140 other licensees. Read that transcript closely and you will see how disingenuous are Simonson's comments. Art