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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.690.0%Dec 24 12:59 PM EST

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To: masa who wrote (62187)4/8/2007 8:09:01 PM
From: Art Bechhoefer  Read Replies (1) of 197031
 
no doubt both companies will infringe each other's patents

In fact, there is a lot of doubt, depending of course on which chipsets we are talking about. Many QCOM chipsets, including possibly those destined for GSM handsets, will not infringe, owing to the fact that QCOM has a cross licensing agreement with Texas Instruments that may cover many of the products.

I think the main development during the past week has been the unilateral action by Nokia, setting aside $20 million, purportedly to cover unlicensed usage of QCOM IP. This was a BIG error by Nokia, and it changes the entire picture through Nokia tacitly admitting that use of QCOM patents after the expiration of the existing license is tantamount to infringement. I put the significance of this development on a par with the Ericsson settlement in 1999.

Art
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