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Technology Stocks : The New QUALCOMM - Coming Into Buy Range
QCOM 165.24-2.4%Jan 13 3:59 PM EST

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To: carranza2 who wrote (771)8/14/2007 8:59:33 AM
From: Maurice Winn  Read Replies (4) of 9132
 
C2, people who like authority like to be important. Ipso facto, casus belli, caveat emptor, ultra vires, infra vide, inter alia the ab initio will be $1bn.

A round $1bn would seem ill-considered, so he'll make it more like $1.2bn to show the importance of respecting the court.

He didn't write 54 or so pages of stuff for the fun of it. He was laying the groundwork for a very sound thrashing of QUALCOMM and those he named as miscreants.

$1bn, for a start, would show that there was in fact a downside. $20m wouldn't be a downside.

He no doubt knows that QCOM has over $10bn they don't know what to do with. Not to mention more $billions pouring in every quarter.

As a judge, it would be a LOT of fun to be the one who whacked QCOM $1bn. Not many judges can say they have whacked people $1bn. That would be a great story for afternoon tea and would make the law books, thereby raising judge Rudi's profile to world class stature.

He's getting older and it would be nice to make the newspapers in a big way.

$1.6bn was the Morgan Stanley cost. That would be the starting price for Judge Rudi. He has to out-bid that judge to show who is king judge.

He thinks he is defending the USA's patent positions so he will not be at all shy about doing anything he thinks is a good idea. He thinks he has discovered a huge plot to ambush the industry although that wasn't evident to me. All I read was the usual corporate blundering, arrogance of smart people, standards association nonsense and so on.

Maybe $2bn wouldn't be out of the question. Less than $1bn would barely make the newspapers and probably not tv. There's a big cash pie to be divvied up and Judge Rudi wants his share of it. I will guess $3,141,592,653.59 is the penalty he'll charge.

Mqurice
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