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: kech who wrote (145306)	10/2/2006 12:07:28 PM
From: carranza2	Read Replies (1) of 152472

I think it is simply a negotiating ploy. Nokia will argue that the rate should be lower because Nokia doesn't need the full set of Q's patents, one of which belongs to Snaptrack, because it now has Trimble IPR available to it. The suit in SD is based in part on NOK's alleged infringement of Snaptrack IPR. How valuable is Trimble as compared to Snaptrack? Who knows, I doubt seriously any traders today have any clue. But I think matherandlowell is right, the stock is simply reacting to the news. If Trimble's GPS IPR does in fact replace Q's, settlement will be more difficult because Q will not have Snaptrack IPR to trade in the negotiations.

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