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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 169.27-4.8%Jan 12 3:59 PM EST
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To: Stock Farmer who wrote (75583)3/19/2008 4:35:39 PM
From: Maurice Winn  Read Replies (1) of 197177
 
QUALCOMM could get injunctions for the patents which are not part of the ETSI agreement.

I bet Nokia is using a lot more than just the essential patents under the bundled agreement which they previously enjoyed.

That French law didn't preclude bundled patents. It referred to each patent, but didn't say those patents can't be handled in a single negotiation. QUALCOMM and Nokia can agree that the royalty for each patent can be undefined, but part of a 5%, 16%, or 42% bundle.

Nokia did agree to that form in the previous agreement. The price of each patent wasn't defined in the agreement. QUALCOMM can reasonably sell them individually for more than the previous total. Prices don't stay the same forever, as we all know.

Nokia thinks prices have gone down. QUALCOMM thinks prices have gone up. It looks to me as though QUALCOMM is in a vastly better negotiating position than previously and the market can certainly sustain a MUCH higher royalty, as proven by the $20bn in spectrum just sold by the USA and by the growth in 3G running on QUALCOMM technology.

If Nokia ceases being a licensee, that won't slow things at all. Samsung, Sony-Ericsson and others would be delighted if Nokia announced they were going back to making gum boots.

Mqurice
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