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

QCOM 151.59

-0.4%

Jan 30 9:30 AM EST

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To: waitwatchwander who wrote (197248)	1/18/2026 10:11:47 AM
From: Jim Mullens	3 Recommendations Recommended By Jon Koplik Silcon Observer vkvraju5 Read Replies (3) of 197452

www, re: QCOM v ARM delay ……....................................……………………………………… Delay of the trial is starting to look possibly due to this mess. Pity matters take on such a life only to obfuscate matters >>>>>>>>>>>>>>> Copilot summary of the matter >>>> QCOM v ARM — Timeline Graphic (Reorganization - Lawsuit - Procedural Ambush) +----------------------------------------------------------+ ¦ ARM CORPORATE REORGANIZATION (PRE-IPO) ¦ +----------------------------------------------------------+ Late 2023 – Early 2024 • Arm restructures for IPO. • New parent created: Arm Holdings plc. • Old operating entity becomes subsidiary: Arm Ltd. • Arm publicly presents Holdings plc as successor. +----------------------------------------------------------+ ¦ QUALCOMM FILES FIRST LAWSUIT (QUALCOMM I) ¦ +----------------------------------------------------------+ Mid-2024 • Qualcomm sues: “Arm Holdings plc f/k/a Arm Ltd.” • Based on ARM’s own restructuring disclosures. • ARM does NOT object to entity identity. +----------------------------------------------------------+ ¦ ARM LITIGATES AS IF BOTH ENTITIES ARE DEFENDANTS ¦ +----------------------------------------------------------+ 2024 – mid-2025 • ARM produces 300,000+ docs labeled “Arm Ltd.” • ARM provides Arm Ltd. employees for depositions. • ARM signs discovery as “Arm Holdings plc f/k/a Arm Ltd.” • ARM never raises “wrong defendant.” +----------------------------------------------------------+ ¦ DISCOVERY CLOSES — DEADLINES PASS FOR AMENDMENT ¦ +----------------------------------------------------------+ June 2025 • Fact discovery nearly complete. • Qualcomm cannot amend as of right. • Qualcomm cannot serve new written discovery. +----------------------------------------------------------+ ¦ ARM SPRINGS THE “WRONG DEFENDANT” DEFENSE ¦ +----------------------------------------------------------+ June–July 2025 • ARM suddenly claims: “Arm Holdings plc is not the contracting party.” • ARM asserts Qualcomm sued the wrong entity. • ARM reverses a year of its own litigation conduct. +----------------------------------------------------------+ ¦ QUALCOMM MOVES TO AMEND TO ADD ARM LTD (DENIED) ¦ +----------------------------------------------------------+ Jan 7, 2026 • Special Master denies amendment. • ARM’s procedural trap succeeds (temporarily). +----------------------------------------------------------+ ¦ QUALCOMM FILES SECOND CASE (QUALCOMM II) ¦ +----------------------------------------------------------+ Jan 2026 • Qualcomm sues Arm Ltd. directly. • Creates two parallel cases. +----------------------------------------------------------+ ¦ QUALCOMM FILES MOTION TO CONSOLIDATE BOTH CASES ¦ +----------------------------------------------------------+ Jan 16, 2026 • Qualcomm argues: – Same facts – Same contracts – Same witnesses – ARM already litigated as both entities • Goal: eliminate ARM’s procedural escape. What This Timeline Shows Clearly ARM reorganized before the lawsuit, not after. Qualcomm sued the correct successor entity based on ARM’s own structure. ARM litigated for a year as if both entities were defendants. ARM only raised “wrong defendant” after discovery closed, when it would cause maximum damage. This is a classic procedural ambush, not a merits-based defense.

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