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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 (61614)3/28/2007 1:39:00 PM
From: bdog  Read Replies (1) of 197353
 
>>Nokia does have an option to sign a new license with their current terms until the end of 2008, but exercising the option after April 9 does not excuse any sales during the infringement period. So Nokia had better be pooling triple royalties. Is there any statement that contradicts this interpretation?<<

I don't think so. In wondering how this dispute will play out, I've also been wondering why it was so important for Nokia to have this option as part of their license agreement in the first place? Does it do anything other than give them the ability to choose to operate for another year on the same terms QCOM is offering them for the future? Nokia is now in the endgame of a strategy whose origins go back more than a decade when CDMA's inevitability was first becoming apparent to Europe. As we all know, WCDMA, as the primary offspring of this strategy, enabled them to delay 3G whilst exploiting the limits of their GSM monopoly and simultaneously developing a pseudo patent position with which to counter the dreaded QCOM hegemony. If QCOM fails to blink in this final game of chicken (which it clearly will not) exercising the option will be Nokia's final capitulation. Because it is exercised at their sole discretion, it could perhaps seem to be something of a face saving respite from the battle lost. All of this makes me think that this dispute probably will be resolved on April 9th or very shortly thereafter, not months later as suggested by some. BTWDIK.
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