Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: Art Bechhoefer who wrote (142748)	6/12/2006 8:15:52 PM
From: slacker711	Read Replies (3) of 152472

QCOM would not, in my view, have to change guidance based on the Nokia license expiration because other licensees would jump in and respond to the demand for cell phones that Nokia can't supply. The guidance would change only if there were revisions in the total expected number of cell phones to be sold, containing some form of QCOM CDMA IP. Nokia is going to keep shipping handsets after April '07....they just wont be paying royalties. Obviously, they will be in violation of Qualcomm's patents, but Lupin explained that preliminary injunctions are difficult to obtain when a company is already widely licensing the patents. The issue is going to have play out in court, which would probably take at least a year. Assuming that this scenario takes place, Nokia would need to make a one-time lump sum payment whenever the final agreement is put into place. However, Qualcomm cant create guidance based on that event since their is no guarantee that it will happen (or what the rate will be). Slacker

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