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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%3:59 PM EST
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To: carranza2 who wrote (48515)11/7/2005 7:30:33 PM
From: Clarksterh  Read Replies (1) of 196546
 
Wouldn't it be something if it turns out that Q, though not a Cabalista, ends up as a result of this suit to be a gatekeeper to all GSM and CDMA stuff?

I don't think any scenario has Q recieving appreciable royalties for GSM/GPRS/EDGE. Not that they couldn't file and even win. But at what cost? Counter suits equally valid, ... .

I'd bet good money that Nokia probably does have a reasonable IP portfolio inre GSM/TDMA since they got there long before Q. Thus I suspect/hope that this has a different set of purposes. E.g.:

a) Voiding the argument that was made in one of the analyses of this battle - that Q is unfairly collecting royalties on dual mode phones.

b) Bringing the cozy GSM licensing practices to light for defense in the EC dispute ("Maybe we aren't perfect, but we're more reasonable than the complainers.")

c) Convince Nokia and other players that this is Q's Bread and Butter and they are willing to risk it all (and going nuclear like this is risking A LOT since there is no question that there are probably some Nokia IP that, for example, pertain to EVDO and not yet agreed-to so Q is probably vulnerable.)

...

My biggest fear is that this was purely reactive. Done in anger or due to feeling a need to do something. In the past it is very clear that Qualcomm thought 3 or 4 steps ahead, and this does not have this feel. Hope I am wrong.

Clark
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