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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 155.82

-1.3%

Jan 23 9:30 AM EST

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To: BDAZZ who wrote (61590)	3/27/2007 10:57:50 PM
From: pyslent	Read Replies (1) of 197360

While this was all just pure speculation for fun the suggestion was prefaced by, and would only be feasible if, QCOM had an easy workaround to announce as soon as any injunction was forthcoming. IE no cut in supply lines, and the customers may even be in on it. Assuming Qualcomm does have a way to stop the injunction threat at any time, I certainly hope that Qualcomm's customers are privvy to the inside joke. Otherwise, I envision them needlessly scrambling around looking for a plan B. I agree, it's all speculation, but if it were true, I'd speculate Qualcomm's plan to play hardball with BRCM, just to send Nokia a message, is not endearing Qualcomm to those that depend on Qualcomm's technology for their livelihood, for better or worse. As for Qualcomm vs. Nokia, I'm not sure I agree that Samsung et al are necessarily rooting for Qualcomm-- I don't see any scenario in which Nokia is barred from shipping product but Qualcomm is not. Certainly, Samsung would love to see Nokia "negotiate" a lower royalty rate, which would trickle down to Samsung due to a MFN clause.

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