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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 166.29+1.8%2:06 PM EST

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DanD
JeffreyHF
To: DanD who wrote (146752)6/1/2018 11:39:22 AM
From: Jim Mullens2 Recommendations   of 196743
 
Dan, re: “rebates”..................

“ The contract never covered royalties. It was a rebate on the modem purchases.

bloomberg.com


>>>>>>>>>>>>>>>>>>>>>

A rebate on modem purchases was Bloomberg’s take.

Again, that is not QCOM’s position.

The BCPA was a separate and distinct agreement with AAPL with payments made to AAPL to assure “patent peace” - restricting AAPL’s ability to sue or induce lawsuits / enforcement actions, rights to certain AAPL patents, and general cooperation from AAPL. AAPL violated that agreement by inducing the FTC, KFTC / Samsung, and others to initiate legal actions against QCOM. It is a separate and distinct agreement similar to various cross-license agreements that also off-set / reduce FRAND based royalty costs. Again, this will be one of the core issues the QCOM attorneys must confront. Reading / hearing their arguments will be “interesting”, and hopefully worthy of their substantial fees.

Re: still holding AAPL- I sold my chunk and my net worth has since suffered.... as Buffet went on an AAPL buying spree at about the same time.
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