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

QCOM 151.59

-0.4%

Jan 30 9:30 AM EST

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To: Eric L who wrote (67855)	8/17/2007 7:20:07 PM
From: Art Bechhoefer	Read Replies (2) of 197443

Nokia'a global market share climbing to all-time record levels, their handset operating margins reaching their highest levels in over 3 years Eric, as you know better than most, Nokia thrives on its old GSM technology and follows a policy of encouraging use of this old technology with minor updates, such as GPRS and EDGE. The conflict between Nokia and Qualcomm is related to Nokia's need to sell WCDMA handsets (finally, after creating as much delay as possible in implementing WCDMA). Nokia cannot maintain its high GSM margins and record profits if it has to skim off royalties to pay QCOM for WCDMA. This is the motive behind all of Nokia's finagling, lawsuits, ITC complaint, conspiracy with BRCM to attack QCOM IPR, arrangements with BRCM to buy its chipsets, etc. QCOM need only defend itself intelligently (a questionable proposition, given their recent performances) and Nokia and its allies will collapse like a house of cards. Nokia's motive and its claims against QCOM are patently obvious, as are its so-called patents themselves. Art

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