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

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To: Eric L who wrote (75462)	3/13/2008 4:36:49 PM
From: queuecom	Read Replies (5) of 197243

Eric: If these "essential" CDMA patents have now expired then Nokia has been nothing if not short of brilliant. They have built up an enormous number of patents since 2001 which probably match Qualcomm's patent portfolio. Thus, the Q's stranglehold on CDMA is far less on WCDMA and TD-SCDMA. If Qualcomm needs Nokias patents for WCDMA then Qualcomm can expect a small royalty at most. And what about the extension option. If Nokia exercised then they owe at the 4% level till some unknown (to us) year (maybe 2017 like all the other licencees). We win big time. Although some on the Board argue that 4% is too low. If the Judge rules that they didn't extend then they say they're sorry and pay a penalty and then negotiate a new FRANDly contract at some small royalty. The latter decision would make Qualcomm's 140 or so licencees who are committed thru 2017 mighty bitter. I don't know what would happen then to Qualcomm. Queuecom

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