mjk, re: "(NOK) can design their own CDMA ICs under the agreement with QCOM and not pay a royalty on them. But they still have to pay QCOM the royalty on the sale of the subscriber and infrastructure equipment.
Curiously, NOK doesn't show up on QCOM's list of ASIC authorized suppliers. I have always assumed that was because NOK ASICs are a part of NOK's finished product and thus already subject to royalty on the full sales price. NOK isn't selling ASICs, is it?
Could you please amplify on your statement? Is there a recent press release or other material which demonstrates this to be the case?
TIA,
phill