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Thursday, April 01, 2004 9:28:47 AM
I strongly disagree that we "are being played by this management team".
The Nokia dispute helps me understand more about the thinking and tactics of these wireless phone vendors. Attack, delay, ignore and circumvent seems to be the MO when trying to collect royalties. I will not fault them for this arbitration and the delay of the other big companies LU, MOT, LG and SAMSUNG. They have a plan. It is being executed and the Nokia arbitration is a very big part of this plan.
I think they have done a great job in the last year to address certain issues, insider selling, new agreements, new board members and need a deeper understanding of how toi communicate the message on a daily basis to the investment community.
Basically, while I'd like to see them get better, I think they have been doing a good job for the shareholders and the ones who are patient enough will be richly rewarded.
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