SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.29-2.2%Dec 17 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JeffreyHF who wrote (62370)4/10/2007 10:07:59 PM
From: Brihack  Read Replies (1) of 196981
 
Jeffrey,

You are right and the timing / delay aspect of the cases sure seems critical. In that regard, Q's brief also noted on page 51 that "... even if another company, such as Broadcom, were to win tomorrow the right to provide a handset maker with a WCDMA baseband chip, that handset would not be available to the market for approximately 18 to 24 months."

Even if Q lost this round of the battle, their appeals would eat up even more time. Can Broadcom afford to delay getting a license too much longer and risk the market opportunity slipping away from it? Even if Broadcom got a WCDMA design win in mid-2007, if Q's estimate is accurate, the earliest their handset would be available is late 2008 to mid 2009? That seems like an eternity in the wireless industry. Moreover, I doubt if the U.S. carriers are too pleased with Broadcom's purported antics in the underlying case...which is not to say that they are likely too pleased with Q either! Brihack
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News