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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.37+0.7%2:15 PM EST
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To: marginmike who wrote (2601)8/30/2000 3:57:17 PM
From: DaveMG  Read Replies (3) of 196995
 
IF "WCDMA" patent/license issues remain unresolved at the time that buildout and commercialization occur ( and I think they will), carriers will demand indemnification from manufacturers, which they'll receive.

Manufacturers already know the downside. Approximately 5% to QCOM.

5%, especially when aggregated to account for all manufacturers, buys heaps of litigation time.

Odds are for more/new court cases.

Even though the particulars are certainly distinct, RMBS offers as close a case study as we're likely to be offered.
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