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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 176.31

+1.9%

Jan 5 3:59 PM EST

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To: benhorseman who wrote (64129)	5/28/2007 2:17:05 PM
From: Roy	of 197083

One scenario that would turn out to be a very positive outcome is: * ITC gives ruling with a lot of teeth that is designed to be hurtful to Q * ITC teethy ruling sets precedent for Nok and forces Nok to cave earlier with their willful infringement on fundamental patents * This is the hope part, Q has some workaround/disables the brcm feature on phones with low business impact. It seems contradictory to want an impotent ITC with the brcm case and a strong ITC against Nok. A strong brcm ruling says any nok ruling will be stronger. A weak brcm ruling lets Nok keep fooling around. So if this all makes sense, a strong ITC ruling is very good if Q has a brcm power-saving workaround/backup plan. So what is the backup plan/workaround? Would love anything of substance on this beyond Q's statement that they are working on it. Roy

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