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mschere

02/05/04 4:24 PM

#57252 RE: sophist #57250

My best guess is that both NEC and Siemens bill equally for their "25,000" installed basestations..I would doubt that either one would bill for the TOTAL amount and then distribute 50% or actually 49%-51% to their Partner....It would impact the first Company's Financials by inflating its gross revenues falsely and then impacting its net operating Margins by some 50%..I am convinced that Siemens has generated some $5 Billion in WCDMA Infrastructure sales in the past two years..and NEC has generated the same $5 Billion..and that Siemens will get some consideration on their pending 3G rate from IDCC for their financial contribution to BCDMA.....
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bivouac

02/05/04 4:24 PM

#57253 RE: sophist #57250

Have'nt the folks at IDCC said that each agreement is negotiated
separately.
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olddog967

02/05/04 4:32 PM

#57255 RE: sophist #57250

rmarchma/sophist The Siemens/NEC JV (Mobisphere) is a strange animal in that it does not manufacture or sell any products. It appears to be mostly a design and engineering coordinating activity between the two companies. Each company handles their own manufacturing and sales of the JV related products. Like you, I have no idea about how licensing fees would be handled.

The following from Mobisphere’s web site:

When Siemens and NEC announced a joint venture to develop a common 3G radio network in 1999, they created Mobisphere to form a dedicated interface between the two companies. As technical managers for the ambitious international project, Mobisphere coordinates and optimises this unrivalled combination of expertise and resources.

And with just 40 people in our Reading office, we're a unique company with a unique mission - to facilitate the technological development that's transforming mobile telecommunications.


Mobisphere coordinates the strategic alliance between Siemens and NEC, managing the development of one common product portfolio for FDD and TDD mobile telecommunications systems. Formed in 1999, we bring together Siemens' expertise in GSM and world markets, and NEC's know-how in CDMA and DoCoMo experience.

Our shared development and manufacturing activities include RNC, Node B and OMC products. Both companies are developing their own handsets and core network outside of the joint venture.

http://www.mobisphere.com/