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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.59-3.9%Nov 20 3:59 PM EST

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To: slacker711 who wrote (72918)1/2/2008 2:00:00 AM
From: ggamer  Read Replies (1) of 196713
 
Here is how I see it:

1) Yes, Brcm won and Qcom has to pay. However, I strongly feel that Nokia is more worried now than QCOM. Nokia now sees how much one stupid patent can cost. Does Nokia really think that they can bypass all of QCOM's patents? Nokia is the king and when you check mate the king the rest of the battles do not really matter.

2) When the price of fuel goes up, so does the price of airline tickets. Just like you can not fly first class from US to Japan with Southwest or JetBlue, most will likely pay a bit more to continue to buy their ASICs from QCOM.

3) And to those who are against splitting QCOM to two, I say split the company to 2,000 parts and let BRCM and Nokia deal with each company individually. Create joint ventures for a few nonessential patents with some hedge funds and Arab and Asian holding companies and let the Broadcomms and Nokias of this world deal directly with those small firms.

4) To BRCM - you still need to pay $6 for each of QCOM's 5,000+ patents.

Cheers and Happy New Year

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