Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: manalagi who wrote (143333)	7/5/2006 12:13:25 PM
From: carranza2	Read Replies (1) of 152472

The new NOK CEO wants to show the world that there is a new sheriff in town, and his approach to destroy QCOM is taken from Sun Tzu's "The Art of War", i.e. cripple the economy of the enemy. He is issuing false statements about CDMA and QCOM (dominant force in 1992? -hah!) so that QCOM keeps going down. The idea is to potray Q to the carriers as intransigent on IPR, never mind that Nokia's WCDMA royalty burden is not that harsh given the effect of cross-licenses, so that the operators will use their not inconsequential influence to get Q to go down in its demands. Part and parcel of the PR/political/legal offensive is to suggest that Nokia's own IPR is sufficient so as to hammer Q 's stock price Rel. 99 was frozen a long time ago, and it was then that Q's IPR claims were strongest. Every study I read, except for the Goodman/Myers study, suggests that Q is in a fine position from an IPR standpoint. Goodman/Myers are patent counters essentially, and have Nokia as a client; draw your own conclusions. The PR offensive is certainly working as it its taking a toll on Q's market cap. Some call these events opportunities, I certainly do. What must not be forgotten in all of this is that Nokia itself stands to lose and not insignificantly. The absolute bottom line is defining FRAND. Given previous practices in the GSM world, it doesn't seem likely that Q's 4.5% or so will be deemed unfair, but a lot will depend on who is making the deermination.

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