Everyone keeps saying that NOK and SAM have nothing to lose by going to arbitration.
But we keep forgetting, that both lose a cash discount on sales from Jan 2002 until the day they establish a 2G rate. (Assuming the trigger was pulled).
Obviously, Howard could give them the discount as part of a deal. But as we inch closer to 3G, I would think the pressure would be on the boyz from Korea and Finland.