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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 161.39-1.9%Jan 15 3:59 PM EST

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To: slacker711 who wrote (67790)8/17/2007 11:09:43 AM
From: carranza2  Read Replies (3) of 197227
 
Look for the GPRS/EDGE and the GSM cases to get dismissed after Lupin's work is reviewed.

This would be a serious olive branch to NOK which might lead to a more flexible negotiation.

Lupin's departure may very well be a reason for Q to take a different, less hostile track. It might work, and if it doesn't, they can always aggressively press the meritorious license case which, of course, is their ace in the hole.

I think I see a pinpoint of light at the end of the tunnel.

Is it time for me to get back into Q? Maybe. But I think I will wait for the two pending BRCM cases, which are so frought with risk, before I jump in. I don't like either of them, though I don't think an injunction will issue. The SD case is going to hurt Q monetarily, perhaps enough to affect the share price in a substantial way.

Waiting, trigger finger itching.
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