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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.43-0.8%Dec 29 3:59 PM EST
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To: Caxton Rhodes who wrote (97476)4/15/2001 10:22:55 AM
From: saukriver  Read Replies (2) of 152472
 
Seems to me it depends more on license agreements than patent expriations.

Nope. If the royalties due under a license "step down" on patent expiration, the fact that you have a license does not really matter. 'cause your royalty rate is dropping way down.

Seems like no one worries about GSM's IPR share of 29% expiring anytime soon.

Can't fathom what you are talking about. IPR share of what? 29% of what?

But leaving that aside, it is the quality of the patents--not the quantity--that is the driver. I could care less how long Nokia's patent for fuschia faceplates runs. ;0)

On your overall point of there being a double standard in assessing GSM v. Qualcomm, you are of course correct. However, I firmly believe that one of Qualcomm's major problems is in developing a short, intelligible explanation of its lock. When, Malcolm asks a legit question on patent expiration, I think it should be addressed and not buried in jargon and FLAs. I care more about someone who can intelligently address the stock without a mind-numbing blizzard of FLAs and standards jargon. If that cannot be done, then Qualcomm's stock will languish until it can be explained easily to the non-technically inclined.

saukriver
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