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

QCOM 175.07

+2.6%

Dec 3 3:59 PM EST

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To: engineer who wrote (76775)	5/1/2008 12:04:25 PM
From: planetsurf	Read Replies (1) of 196822

Oh thank you ole' wise-one for coming down from your mountain to enlighten us mere mortals with your wisdom. But you'll have to explain HOW Foxcomm and TI having a license HURTS QCOM's position RE NOK. I see it helping. If NOK doesn't have a license AT ALL (like Apple) then they can sell through an OEM like Foxcomm. OK, but isn't that good? Q get's 5% vs ~3% if NOK is using their license. The only negative I can think of here is that NOK doesn't have to horse-trade for the few NOK patents QCOM probably needs. If NOK wants to manuf under THEIR 'name' (like they do now with WCDMA EVEN though they don't OWN most of the factories) and they don't have a license, then someone like TI is blocked from selling them chipsets per their license. What am I missing wise one?

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