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

QCOM 174.69

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Dec 24 12:59 PM EST

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To: slacker711 who wrote (62122)	4/6/2007 9:05:14 PM
From: limtex	Read Replies (1) of 197028

slacks - this looks to me that since the issue of NOks patents has become sharply in focus Q has had its engineers start to look at whether in fact Q does use any of NOKs patents. It may not have been an issue on the past due to the cross licensing provisions. What this does is to focus on the difference between the relative improtance of Qs portfolio versus NOKs. This has been and must be the very heart of the issue. If it is true that one of the core patents has in fact expired and is paid up as NOK has maintained all along and that Q now accepts that the issue focuses on the remaining valid Q patents and is Q entitled to charge the same rate for those patents now that one of the (if not THE core w-ccdma patent) has become "paid up". This must be an issue to detailed patent law as well as the relative importance of these remaining Q patents. AND the relative importance of any NOK patents in W-cdma. The slides in the powerpoint presentation on the 2nd day of NOKs presentation late last year show that NOK has spent over 25bn Euro on R&D and has some 350 patents in w-cdma. But who knows how really important these patents are to the core of w-cdma. Presumably Qs legal team and its board know what they are doing. To embark on this process without having the strongest legal basis for doing so and the confidence in the strength and relative importance of their remaining valid patents would be absurd. NOKs only defence two fold, firstly that the main patent is paid up and sceondly that they now have a huge portfolio of extremely important w-cdma patents resutling from their spending of more in R&D than Q has earned in total revenues for the last several years ie we are a giant and Q is a minnow and our patents are more important than their patents. In other words believe it or not Q is now, at this stage, looking at whether in fact they do actually use any NOK patents. Q is comming at the the other way around and in my view that could be more optimistic for Q's position. The stakes have in fact been raised and in a way that NOK will not be happy about. Somone in Q who understands the technology and patent issues must have woken up one day this week and said " wait a minute, we don't actually use any of their patents" and Q is now looking into this in detail. This may be very good news. If Q can carry on clearly without using any NOK patents in Qs w-cdma products then I think this offers a totally different perpective on what happens after Monday. Best, L

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