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Re: GAB post# 95765

Saturday, 02/19/2005 10:58:09 PM

Saturday, February 19, 2005 10:58:09 PM

Post# of 433025
GAB

I do not know whether they have a MFL relating back to Nok. I do not think it matters. As Mschere has pointed out, Ericy owes a substantial sum for W-CDMA infrastructure when they decide to license 3g. If MFL 2g discounts are contingent upon Ericy/SNE signing and paying for 3g licenses, then I say bring it baby. If we suddenly have Nok, Ericy, SNE and Samsung licensed and paying for 3g, watch our analysts work and refigure expected revenue over the next 5 years. Mot will have no choice but to follow suit along with many others. We can change Jim's last name to Geniousio and attend celebrations for a year or so.

MO
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