Replies to post #28653 on InterDigital Inc (IDCC)

[spider69]

mschere, you appear to be as informed as anyone here regarding IDCC. We have time and time again seen the projected NOK numbers that IDCC publicly acknowledged posted on the board. In your opinion what do you think NOK will really end up paying for 2002?

[mschere]

From a 2000 post..

Analysts estimate CDMA is a single-digit percentage of Nokia's total handset sales. But Nokia, which reports earnings this week, says there's no reason it can't have a global CDMA market share one day that matches its overall global market share. The company is hiring new engineers and going back to the lab. It plans to deliver new CDMA models in the second half of this year.

Some analysts say Nokia may have burned bridges by stubbornly refusing to turn to Qualcomm. Many manufacturers, including Motorola, have bought chips from Qualcomm. "Qualcomm really holds the keys to the kingdom of CDMA, at least on the handset side," says Dataquest analyst Bryan Prohm.

Interestingly, both Siemens and Nokia have a presence in Qualcomm's hometown of San Diego. Siemens' Befort wouldn't comment as to whether Siemens will buy chips from Qualcomm, but he said Siemens will look for partners and deals as needed.

Analysts suggest that Siemens has as good a chance as anyone at succeeding in the U.S. market. For Siemens, the second time around could be the charm– as long as it includes a viable CDMA product.