Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (76754)	5/1/2008 9:16:11 AM
From: Stock Farmer	Read Replies (1) of 196568

I agree. The possible alternative futures could go in multiple directions. Some much worse for Nokia than merely opting for an extension. We really need to see the determination of this first dispute. That will bound future eventualities. IMO, the best outcome here for Q shareholders would be a royalty bearing license, even in the low %ages now. However, it would not be bad, ultimately, if a high percentage royalty agreement was ultimately negotiated... except that folks might have to be extremely patient to get there and hold through a dampening effect on share price appreciation. The risk is that during this period of holding, an unfavorable twist occurs (e.g. some extra-US judicial system finds against Qualcomm while the US judicial system finds against Nokia) and Qualcomm ends up fenced into a fraction of the globe that is shrinking in economic importance... Yuck.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next