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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 175.23

+0.3%

11:04 AM EST

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To: manalagi who wrote (66301)	7/19/2007 5:13:54 PM
From: limtex	Read Replies (4) of 197031

mana - Actually moderately good news!!!!!Today was a "headline effect". To us on the threads today ought to be no surprise (only perhaps that it was a deal with VZ). To the market yes, a surprise, but here no. 1. BRCM looks brilliant to the market. To bring Q to its knees and then to get a service provider to actually pay them direct and $6 a pop for one tiny little patent that they bought in a package......it is nothing less than historic. Incredible. 2.Does this look like BRCM ready to settle? 3. Deafening silence from Q so far but I see that as a good sign and probably planned. I cannot believe that they had not strategized this BRCM move and discusssed it with VZ. They must have been expecting something like this. They couldn't expect VZ or others to go into the Christmas season without being certain to be able to bring on a selling and markeing program that had been planned. VZ is just too big to put such plans in jeopardy. They had to move as they are a supertanker and have long lead times. Don't forget that Q is a week away from earnings and what it can say may be limited. 4. Who knows what other "surprises" BRCM has in store. It is not only the power control patent where there is a problem. BRCM has Q by the throat over this issue and they aren't finished and can continue till Q gets to grips with it. 5. I disagree that Q is "starting to crack" (post #66325). The damage we are seeing today was done at the time of the ITC decision not today. Today was always on the cards after that decision and will be until Q finds a work around. On the even better side:- I wouldn't be too worried about the PR language and talk about alliances etc. BRCM are brilliant at that and the proof of that pudding is in some of the posts later this afternoon. iTake a look at the BRCM earnings report...how much of their next qtr profit might be made up from this windfall? The main thing is that we have just seen a panic. My guess is that Qs business is strong and there will be a good report next week and so this panic should have produced a good buying op. Far better to have had this today than next Thursday. The other good thing is that it is really going to focus things at the Q to get a work around at least for the power control patent. Even though my guess is that they must have figured this to be a possibility seeing the effect of it on the market will have put some more urgency into things. Personally I feel a bit more relaxed about it. Clearly there has been something hanging over the stock for the past few weeks and my guess is that this clears the air a bit. Comes down to the core question. Can Q get out of this and move on to normal business. Do they have the best engineers in the World in the field? My guess is that they can and they do. Best, L

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