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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: jttmab who wrote (1708)	6/9/1998 10:07:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 5390

Jim, QC is willing to license at reasonable rates. ERICY is the only non CDMA one licensee of the major co's, and is therefore the only co that would have to pay an upfront licensing fee. Q has already stated there will be no 3G license fee for current holders. ERICY would probably be able to be able to license at a reduced rate in exchange for a settlement in the soft handoff litigation, or for backwards compatibility to CDMA one, which is what this whole thing is really about. ERICY and NOKIA holders keep talking about these unreasonable royalty rates and Q greed, but ERICY is the co which wants to establish a "Worldwide standard" based on Q CDMA IPR while excluding existing CDMAone networks.How would ERICy like it if Q promulgated a global GSM based next gen standard, and tried to simultaneously deligitimize existing GSM networks.Not much. The real question, in the long run, is can ERICY do WCDMA without Q, as is now being alleged, even though for the first time it's been admitted by ERICY and NTT DoCoMo that Q IPR is at the center of the present proposal. Obviously this aint softball, but let's call a spade a spade.. Dave