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Sunday, August 17, 2003 12:52:39 PM
I believe 1 and 2 can not be discussed in the public because of confidentiality.
Yes on 3. Should give us more of they want to do: pursuing the I_CDMA technology, what to do with the IPR portfolio, the financial impact etc?
As far as number 4, it is a non-issue. They have discussed it the recent CC; just part of the licensing negitiation delaying technigue. Don't let the short here scare you on this issue.
I have asked about 5. IR told me that is is in arb and can't discuss much. I think it is better that way; every communication goes through the arb and their lawyer. They opened their mouth on what they expect Nok and Samsung to pay, and see what happen.
6 is kind of scary. Just what is it. If this turns out to be an issue, HG got to go, IMO.
1. opening up the details of 1999 Nok deal to the public
2. discussion of continuing 3G payments from Nec
3. more discussion on the Tantivy aquisition
4. more details on the indemnification issue
5. a discussion about the recent accusations by Nok and what, if anything, it intends to do about it
6. more details on the insurance issue
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