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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.20-3.3%3:59 PM EST

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To: lml who wrote (145212)10/2/2006 7:32:15 AM
From: 100cfm  Read Replies (1) of 152472
 
I think Q would rather lose the ITC case than make a concillatory settlement. Losing the ITC case would be bad but it would only be an IP issue. Meaning they would have to come up with a design around, purchase IP from another vendor or pay BRCM for it. Where if they give back too much too BRCM in a settlement than it opens pandora's box, with every other licensee coming back to Q for concessions.

I see a settlement only on Q's terms meaning BRCM has to feel their position is in jeopardy.
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