Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

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 179.26

+0.5%

Dec 15 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rich Bloem who wrote (62951)	4/22/2007 5:37:58 AM
From: Maurice Winn	Read Replies (1) of 196971

Rich, giving Nokia a 1% discount, and therefore everyone else, in a FRANDly and most-favoured-nation way, would be a major hit to our royalties. I don't understand why that's necessary. Nokia is under a lot more pressure than QUALCOMM. Nokia has a LOT to lose. QUALCOMM has little to lose from a Nokia refusal of relicensing. Nokia has a LOT to gain from agreement, QUALCOMM not so much and it would actually be quite pleasant to not have Nokia as a licensee. The polite and pleasant Japanese would be my preference for customers. They just seem to pay the royalties due without a load of drama and they are also selling a LOT of both versions of 3G. If Nokia wants to agree to the "standard" rate, they can. No trouble at all. Giving a 1% discount would be nice for them, but of no benefit to QCOM. Anyway, QUALCOMM has said that they are not using any Nokia patents, so there's no reason to give a discount. There is plenty of reason to charge a LOT more than other licensees: Size of Nokia Profitability of Nokia Pain in the neck to deal with Huge distraction of management time Huge legal costs Delays to market progress etc. QCOM cannot unilaterally end the battles. That's Nokia's decision too. Nokia doesn't want clarity, they want discounts and continued battles. With QCOM using no Nokia patents, QCOM doesn't have dirty hands going into legal disputes. That's great. I wonder if it's true. If not true, then I suspect making a knowingly false claim is another legal mistake. Perhaps leading to the worst case scenario of QCOM being told to get lost by courte. Mqurice

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next