mightylakers,
For a while now, at the indirect request of yourself and a few others, I have spent a good deal of time trying to share what I have learned from "the dark side."
It's a bit humbling for one to admit they were incorrect, but these message boards are not about egos (save a few arrogant types who only show up once in a lifetime). It is about uncovering the truth, learning, and making better investment decisions.
Many were very eager to buy into theories of bandwidth limitation, of the power of the '94 x-license agreement, etc. as a way to get around QCOM's royalty demands. Originally, I bought into the possibility of one of those theories being correct.
However, slowly but surely, the picture became much clearer -- at least to the common investor. You even saw some of your favorite people ML -- like i_q and corp -- admit publicly that QCOM's IPR was not limited to 2G CDMA.
But those were not the people who were going to be extremely disappointed when the NOK licensing news was revealed.
And hopefully - because of the contributions from yourself, Data Rox, and others - this license expansion was expected (and not earth shattering demoralization). |
