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

QCOM 177.78

-2.2%

3:59 PM EST

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To: Dash of Reality who wrote (66364)	7/19/2007 7:39:46 PM
From: bdog	Read Replies (2) of 197145

If they offered this deal to other operators in the industry, why would QCOM need a license at all from BRCM. The wouldn't. All new QCOM chips would be allowed in the country via the individual agreements with the operators. Correct. Circumventing the only remedy provided by the ITC. BRCM would still be without a WCDMA license and unable to compete. I'm confused.... Instead of thinking BRCM victory think one up for Q. Assuming BRCM signs similar agreements with other operators, the crisis is over. Q's revenue stream is unthreatened (excepting any short term cost shari g with the operators). The need for a presidential veto or an undoing of the ITC remedy is over. BRCM may be claiming victory but to get it they stepped out of the driver seat. And as you point out, they still need that license. I'd love to be a fly on the wall at Nokia HQ.

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