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


To: JohnG who wrote (50772)3/3/2006 4:00:33 PM
From: Jim Mullens  Respond to of 197145
 
John, re: EC Complaint about 5% royalty rate is simply a smoke screen.

Agreed. Just more of the same tactics as employed by NOK3 with the EV-DV “strategy”.

After reading the recent DR find of the NOK6 (POS) CC transcript, I was even more convinced of the above. At least the NOK6 folks learned a lesson from the NOK3 CC fiasco--- limit the audience of questioners and certainly don’t open it up to the public including a few insightful U.S. brokerage analysts.

LOL, we have six of the world’s major companies, including the world’s dominant handset mfg (NOK) and chipset supplier (TXN) using the EC to “investigate” the Q for “anti-competitive” tactics that they have engaged in for the past decade. Yep, the were “smart” enough not to have anyone in the know, ask ‘em any embarrassing questions in the CC- such as ----

1. Aren’t you guys currently boasting that you are the dominant folks in WCDMA handset and chipset sales??

2. Isn’t the Q’s 5% royalty rate pittance compared to what you were / are extracting from the newer GSM entrants?

3. What about the ERICY demands of ~20% retribution from Sendo , how is that litigation progressing?

4. And the reply to these questions

4.a. —“What has Qualcomm said in its defense”.>>>

....“excuse me, could you ask that again” <<< choke, choke, gasp while I think up something<<

... “I think firstly you should ask Qualcomm...... “ “ We have not raised the issue, this particular complaint with them yet”

4.b. – Would you like to see the take action in the next two or three months, a year?

A>>> “Well as you know Matthew, it takes a little while because the commission does actually quite a thorough investigation....... As you know that takes one to two years”

>>>>>>>> Yeah, especially if we string this thing out as long a possible by staggering our individual complaint submittals to Qualcomm, --- 1 every 6 months should buy us 3 years and then another couple after that.

In the mean time, the “smoke screen” continues to hold a cloud over QCOM, and the Q has to divert its valuable resources to putting out another frivolous fire.



To: JohnG who wrote (50772)3/3/2006 5:17:43 PM
From: voop  Respond to of 197145
 
what to do may also include cutting out the cdma radio interface as evidence by prior article on 3G LTE

Message 22215992