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Pastimes : The New Qualcomm - write what you like thread.
QCOM 172.94+1.1%Jan 2 3:59 PM EST
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To: Maurice Winn who wrote (9284)2/11/2011 3:12:42 PM
From: Maurice Winn2 Recommendations  Read Replies (2) of 12246
 
Not far off that now Mq: <If QCOM reaches $90bn and NOK falls to $30bn then Qualcomm will be THREE times the market capitalisation of Nokia. The trend looks as though that could happen since it is not so long since Qualcomm first equaled Nokia's market capitalisation and even less since lapping it. >

Currently NOK $34 billion, QCOM $95 billion. Mirasol factory still to start production and Cyberphone sales going berserk.

As Nokia sales fall, taking their 2% royalty with them, others paying the so-called "standard rate" take over from them and Qualcomm's profits will zoom. Also, the relative value of the patents is shifting to Qualcomm - which might end up getting all of Nokia's patents available without any loss to lower royalties.

Now we just need the same effect to happen to Broadcom which did a patent swap with Qualcomm. Qualcomm has access to all their patents and they have access to all Qualcomm's [or some such amount]. If Broadcom goes bust, then Qualcomm gets the patents for nothing = no Broadcom market share. Perhaps making that legally required payout to Broadcom will end up a good deal, helping induce them to come to a deal on patents.

Mqurice
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