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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.01-0.3%Nov 14 9:30 AM EST

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To: Art Bechhoefer who wrote (72738)12/28/2007 2:44:05 PM
From: JGoren  Read Replies (1) of 196650
 
Started reading the Qcom brief to the Supreme Court. Informative discussion of the various types of licensing agreements Qcom has; recommended reading. The brief notes that both parties (Quanta and LG) are licensees.

The chip maker's license is restricted (APLA: Licensee may only manufacture (or have manufactured for it) chips and sell only to authorized purchasers, that is handset mfrs who have a license. In other words, it seems to me that once December, 2008 rolls around, the real lawsuit is against Texas Instruments and other chip suppliers to Nokia for an injunction to enforce the chipmakers' license. Shut Nokia off from any chips to put in its phones! Query whether it is an unfair trade practice to import phones with chips that violate a contract, so that an ITC action may be brought instead or both brought.

With respect to the Sprint decision to go WiMax for 2008 when LTE should be available in 2010, it makes no sense to me to spend huge sums of money if 4G will offer so much better speeds and capacity. I don't see how a WiMax adopter can get its investment back fast enough to justify the expense.
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