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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 154.97-2.8%1:53 PM EST

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To: JeffreyHF who wrote (61332)3/23/2007 4:11:44 AM
From: Raglanroadie  Read Replies (1) of 197294
 
Although I can understand Q's desire to respond early to BRCM on their home turf (product line) I cannot help but agree with what you say. There was to much downside risk compared to the pittance of upside. Then again it may not be fair to construe upside risk only as royalty's gained while ignoring what a signed deal would accrue. You are correct that perception is important but I suggest that we hold off until Q goes after BRCM for CDMA infringement. Although this recent stuff has been at the edges it will only serve to embolden NOK further. We may be only half way through this tunnel yet.
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