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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST

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To: Eric L who wrote (62737)4/18/2007 12:02:00 AM
From: Maurice Winn   of 197155
 
Eriq, Maybe we'll hear less about QUALCOMM having a monopoly? <We also have a forecast from QUALCOMM indicating virtually no growth in CDMA device sales this year. >

With falling CDMA market share versus W-CDMA market share versus TD-SCDMA market share versus GPRS market share versus geostationary market share versus wifi, wimax, and any number of other technologies communication methods and whatnot, it doesn't look much like a monopoly. Other than owning a patent is a monopoly, and the intention of issuing patents is to give a monopoly for a short time.

QCOM doesn't even have a patent monopoly because you can bet $10 to a knob of goat poop that China will pay no royalties on TD-SCDMA [and Nokia doesn't seem likely to either]. Nokia decides what the other patents are worth. Not very much so far. $20m plus 3 pages of terms and conditions thrown on the counter as they leave with the patents.

Mqurice
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