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jaykayjones

03/08/04 2:42 PM

#60922 RE: amrwonderful #60913

amrwonderful; I've no idea on timing. However, if I were in NOK's shoes, I would be evaluating every step (and nuance) of the arbitration proceedings and trying to calculate what's it's going to cost me to settle vs the cost to wait for a decision that I can't control and is binding on me. (A thought, as in the Ericsson lawsuit, there may be parallel settlement talks already going on with a different set of personnel).

IMO, NOK will wait until they have exhausted all their bullets before they settle (capitulate); so it may be close to the end of the arbitration before a settlement comes down from the mountain.

We may get a clue of progress if the arbitrators petition (or do not) the court to release the summary judgments for their review. If they do, it may indicate that the arbs are into evaluating the scope of IDCC's patents and determining a rate. On the other hand, if they determine that E's agreement is a triggering event, then the 2G rates for NOK (post 1/1/2002) are set by the agreement; end of story.

JMO, JK