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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 156.34+1.4%3:59 PM EST
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To: Mike Buckley who wrote (54017)7/31/2006 2:17:54 PM
From: SKIP PAUL  Read Replies (2) of 197303
 
###So, if the final ruling is that Qualcomm has infringed on Broadcom's multimedia patents, it stands to reason that Qualcomms niche acquisitions dealing with the multimedia stuff have less value. Taking that line of logic one step farther, I'm thinking that in such a situation Qualcomm's control over its value chain has been lessened because it is now a little more dependent on Broadcom###

Thanks for your thoughtful response. I personally find it hard to believe that Broadcom has blocking control over "multimedia technology". My guess is that if QCOM did infringe on BRCM technology the infringement was inadvertant, and Qualcomm will be able to find alternate solutions if necessary.
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