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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.690.0%Dec 24 12:59 PM EST
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To: John Carragher who wrote (50730)3/2/2006 8:12:14 AM
From: slacker711  Read Replies (2) of 197028
 
does all the posts on brcm accomplish anything without investors from brcm to reply. it seems to me we are talking to ourselves and trying to convince ourselves about the brcm suit. It has been discussed on the thread for a few months now. how much more coverage does it require to come to a conclusion it is nothing and move on to other qcom news.

Well, I'd just say that one problem is that there are literally a half dozen different suits going on right now. The merits/importance of each one varies. I'm on record saying that the royalty discount that Qualcomm gives to its chipset customers does seem to violate FRAND principles (though as I said in my previous post, the SDO's should have known about it).

At least personally, the reason why I have spent quite a bit of time looking at the various suits is that I expect some decisions in the next several months. In particular, the EU should be ruling on whether to begin an investigation any day now. I had been hoping to get that out of the way prior to Q's earnings update, but we only have a few days until the annual meeting, so I'm not sure if that will happen.

Slacker
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