Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.25

+0.6%

Dec 19 3:59 PM EST

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To: carranza2 who wrote (143205)	7/3/2006 2:37:24 PM
From: GPS Info	Read Replies (1) of 152472

What you suggest is exactly what Q shouldn't do. If it does, I'm unloading a big chunk of my position. Carranza2, I would like to chime in and agree with your very fundamental idea: If Qualcomm capitulates on royalties or indicates that a coordinated attack might make them capitulate on royalties, they are cutting their own throats. Even if they only draw blood, there are enough sharks (naked shorts) in the water to bury them for good. The moment I see this occur, I unload my QCOM shares. When the POS asked to have Qualcomm investigated, I waited anxiously to see how Qualcomm would respond. If they suggested lower royalties, I would move my shares out of QCOM. If they fired back aggressively (and they did against NOK), I would hold on and see how things shook out. IMHO, if Qualcomm cannot call a bluff, they can’t be in this game. I sincerely hope that Qualcomm is game for high-stakes poker (~30 billion), but I can’t assume that they are.

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