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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 161.39-1.9%Jan 15 3:59 PM EST

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To: rkral who wrote (75530)3/17/2008 3:28:23 PM
From: pyslent  Read Replies (1) of 197227
 
Sorry, that was supposed to be "expired patents", not "expired licenses."

Well in that case, I agree with you (and Eric). Nokia & Qualcomm's public statements leave very little wiggle room for any interpretation other than that Nokia has a contract which now affords them a perpetual, nonroyalty-bearing license to certain early, unexpired patents.

Nokia clearly believes that any new licensing agreement with Qualcomm should be reduced in part by the value of the paid up portion of Qualcomm's portfolio. Meanwhile, Qualcomm probably was willing to agree to the "paid up" covenant of their earlier contract since that has no impact on their flat rate bundling business model.
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