Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (48408)	11/4/2005 1:18:35 AM
From: golfinvestor	Respond to of 196468

If I owned BRCM, I'd sell every share first thing tomorrow. There CEO has lost his focus and is grasping at straws. He seems to be better suited to be running IDCC.

To: carranza2 who wrote (48408)	11/4/2005 7:04:25 AM
From: JeffreyHF	Respond to of 196468

Steve Altman said in the same conference call, to my recollection, that competitors, including some of the EU complainants, do the same thing. Broadcom has a different agenda from those with whom it is acting in concert, as it needs to acquire a license, already held by the others. I expect that Qualcomm will file the next salvo by early next year, for intentional violation of its core patent rights, seeking TRO, injunction, and treble damages, as Broadcom has made it clear it will begin recording revenues from its WCDMA Zyray Spinner chip by year end, ramping in the first calendar quarter. The 5 back-up singers were sold on the proposition that their quest for lower royalties at renewal time could be served by supporting Broadcom, and are simply opportunistic hitchhikers. Since it has no WCDMA business, and therefore nothing to lose, Broadcom is willing to become a suicide bomber to the industry, if necessary. The shame is that the incumbent co-conspirators are risking serious damage to the global WCDMA market in, as Altman aptly suggests,an attempt to rewrite history.