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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.37-1.1%2:06 PM EST
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To: quartersawyer who wrote (146668)11/29/2006 8:36:48 AM
From: slacker711  Read Replies (2) of 152472
 
GSM vs. CDMA IPR-- some seem to actually consider a suicide pact as the result of negotiations. "Arrogance" and "hubris" are tossed around all the time, but "stupid" they're not. These parts of the dispute have to be and will be hashed out and weighed and settled. There doesn't seem to be anything that either side has that far outweighs the other.

Do you see anything far beyond status quo in April?

There will definitely be a settlement....and IMO the most likely outcome is a small downward move from the current rate (or some sort of royalty payment by Q on chips). The key question is one of timing. Since Nokia has an option to renew their current license until the end of '08, there is zero incentive for them to settle unless one of these GPRS/EDGE patent suits is coming to a decision (and they see a possibility of losing) or maybe sometime in the middle of '08 when the WCDMA suits start coming to trial.

Playing for time makes sense from a Nokia perspective. In the interim, perhaps the EU starts making noises on some of the terms of Q's agreements, or maybe Nokia wins the FRAND suit that they filed in August.

I just dont see this going away prior to next summer.

Slacker
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