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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%3:59 PM EST

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To: slacker711 who wrote (67810)8/17/2007 12:39:47 PM
From: bronx  Read Replies (2) of 197243
 
So NOK files the ITC complaint, and gets a hearing sometime in mid 2008, while Q is stuck waiting for the option to extend to expire before filing its own ITC complaints? This would explain why they have taken the arbitration route. Or they could both have filed now, but Q has already gone the arbitration route, and so must wait, as you suggest.

But the different timelines may be inconsequential. If two cdma/wcdma cases --- one from NOK filed now, and one from Q filed in fall 2008 --- are before the ITC late next year, the ITC judgment will look for a global resolution taking all the claims into account. The ITC is a political body after all, it's an election year, and political interests will have a say. Think Dubai Ports World!

One of the many problems is that this is being played out in slow motion, so that the stock price doesn't match profit growth. But as long as the fundamentals aren't hurt, the price will catch up eventually.
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