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

To: JGoren who wrote (79209)	7/25/2008 6:35:21 PM
From: David E. Taylor	Read Replies (3) \| Respond to of 197247

It was Altman's comment that if QCOM were to offer the same NOK package to other licensees, he would be happy if they'd accept it and offer the same value as NOK has that got me going on the potential value of the up front payment. NOK must have considerable confidence in its ability to maintain market share, ASP's and revenues in the high end smartphone market to offer to pre-pay to QCOM a chunk of future estimated royalties in cash. Hard to see other manufacturers with much smaller market share committing to similar terms. David

To: JGoren who wrote (79209)	7/25/2008 6:50:47 PM
From: Q8tfreebe	Respond to of 197247

Or maybe the poison pill is a huge <non refundable> upfront payment that would choke any manufacturer that doesn't have Nokia's market share.

To: JGoren who wrote (79209)	7/26/2008 3:16:47 AM
From: scratchmyback	Respond to of 197247

<<But, the bottom line is Nokia is ceding the underlying technology and focusing elsewhere.> Exactly. I thought there has been plenty of articles about Nokia reinventing itself once again, signs of that have been visible in the new organization structure and several interviews given by Nokia's management. Acquisition of Navteq and Nokia's activities in music business are other signs. My understanding is that Nokia does not want to concentrate on the radio technology any more, as it is being commoditized slowly but surely. Pretty soon the pocketable mobile units can do radiotechnologywise anything that we can dream of, and by 2022 mastering those technologies is very common. We will reach the point were adding bandwidth doesn't do you any good, as your senses are not capable of receiving any more data than what you can get from your smart phone. I am sure that Nokia wants to make money also 10 years from now, and a big part of that money must come from software based value-adds and services. It is very much possible that Nokia could start using also Qualcomm chips sometime in the future, but I don't believe Nokia wants to kick out TI or STMicro. It is much more "Nokia style" to have 3 or 4 separate suppliers competing with each other and keeping the cost low. <<That can mean we might not have to fight the Europeans anymore over introducing the underlying technology unless maybe Seimans can compete. (Maybe the Chinese and Koreans.)>> I don't think you need to worry about Siemens, their mobile network business is now part of Nokia Siemens Networks and the former Siemens Mobile Phone Unit no longer exists.