Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 182.19

+3.5%

3:59 PM EST

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To: JeffreyHF who wrote (143277)	7/5/2006 3:22:55 AM
From: barty	Read Replies (3) of 152472

JeffreyHF, let's not get into a debate over paper tigers(frankly its pathetic). Of course Nokia are trying to re-define the game and of course Qualcomm has no intention of backing down (why should they). But this is uncharted water for Qcom - never before have they had to take on another IPR heavyweight in a contract expiry with so much litigation threats from both parties - this is far more important than '01 or late 90s, because WCDMA is here now and around a $30bn market this year. Also, back in '01, Nokia needed a CDMA license, but I'd question whther that's still the case come April (do you know what ramifications that has?). I'm not saying Qcom will lose here and give out concessions but the risk is clearly with them, and that's what the market has been telling you to. I also believe that the market is beginning to discount a pretty big WCDMA royalty concession in Nokia's favour into Qualcomm's shareprice (but not the cost saving into Nokia's shareprice). That may mean there is a great buying opp coming in the Q, particularly if they get a settlement before YE06.

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