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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 (68050)8/20/2007 7:13:23 PM
From: thinkclear  Read Replies (1) of 197445
 
Eric,

RE: Nokia, QUALCOMM, & WCDMA

Thorough as usual. However, In you chronology between 1994 and '96 I believe that you got a few of your dates wrong by 10 years.

The conflict between Nokia and QUALCOMM is a conflict between two significantly different business models and from Nokia's perspective, QUALCOMM's blatant disrespect for the IPR of others.

I would characterize the conflict between NOK and QCOM as being purely about money. As you know, if NOK can pay even 1 percentage point less in royalty they save hundreds of millions of $/yr in the coming years. Applying as much pressure as possible to lower the royalty rate serves them and they have the fallback of their option to continue under the old terms.

As far as the blatant disrespect for the IPR of others is concerned, is NOK above reproach in this regard? How many major technology based companies respect the IPR of others only out of force of law?

As one of the past CTOs I worked for said; "Patents are weapons, not shields."

bwdik, imho, and other disclaimers apply,

-thinkclear
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