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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: engineer who wrote (50605)2/27/2006 2:48:36 PM
From: Maurice Winn  Respond to of 197009
 
<I would rather see them buy IDCC and solidfy their stake in GSM, GPRS, WCDMA patents even stronger, making the 5% the whiners are complaining about worth even more value.>

WCDMA seems to be already at the full 5%, so no need to add more. GSM/GPRS are now obsolete and will die out over the next 4 years. But if the price was right for IDCC, QCOM might as well buy it, fire all their lawyers and cut a lot of costs. Integrate the technologies and as you say, offer more of a complete package at a one-stop shop.

With the stash of cash, that would STILL leave a few $billion slopping around.

The Quid would be great for small countries to use first and then it would take over everywhere. At present, many countries have to use USD and that means dilution of the currency they hold is paid for by them and transferred to the pockets of the printers in Washington. It's like stock options for the Federal Reserve but they don't actually invent anything to justify the constant 3% or 5% lately annual dilution. And foreign countries/companies whine about 5% for seriously good CDMA technology slaved over by thousands to create.

Mqurice



To: engineer who wrote (50605)2/27/2006 5:11:23 PM
From: data_rox  Read Replies (1) | Respond to of 197009
 
engineer re: buy IDCC for GSM/GPRS/WCDMA

IMO, the synergy would be built from IDCCs TDD portfolio. They have very little in going forward GSM royalties (exception settling Nokia and Samsung back royalty amounts), and they may have a couple unique FDD patents...but again, TDD is the most value and would broaden Q's portfolio. Most of Qs licensees would LOVE to see this happen.

full disclosure, long 10K shares IDCC @$7