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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 176.11+0.5%9:49 AM EST

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To: JGoren who wrote (62180)4/7/2007 8:32:45 PM
From: limtex  Read Replies (3) of 197013
 
JG- personally think that the litigation will largely be a stalemate with neither company obtaining much of an advantage I agree. But that too is another scemnario.

Lets see what happens over the next three or four years or until the arbitration comes to a conlusion before that unless NOK can use their delaying tactics to keep it going for four years.

1. Q and NOK carry on business as usual.

2. Q loses some income from NOK but others may gain in market share if Q can get the costs down.

3. Qtly earnings come along as ususal and hopefully Qs business continues to grow and new areas like Media Flo gain traction and take off.

4. The law suits drag on and on with no real winner except the lawyers and NOK who save in cash an amount which would have been about $800m to $1bn a year in payments to the Q.

Anything wrong witht this analysis?

Best,

L
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