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: kech who wrote (52755)	6/23/2006 10:12:12 AM
From: barty	Read Replies (1) \| Respond to of 197007

But if QCT is the engine room for patents getting filed, how can is split off from QTL? And, the issue of pass through rights (where Qualcomm reduce customers royalty costs) might be affected. Its not that simple.

To: kech who wrote (52755)	6/23/2006 10:12:38 AM
From: engineer	Read Replies (1) \| Respond to of 197007

sanyo already has a CDMA lic. that was the bueaty of the JV, as it allows NOK to take branded phones for CDMA out of it wihtout paying a lic fee. It just would probably NOT have used TI chips and thus I would expect that some of this reason behind the backoff was TI related. As I said, the JV had better stay dead, or it will become painfully obvious that market manipulation was taking place to accomodate negotiations. And if anyone even half close to GSM took advantage of this in the way of shorts that there would be a very big case to the SEC. As for spinning the chip biz, it would end up wiht higher net costs to the handset guys. Independent, the chip guys would not have to honor any deal made by Qualcomm and could thus change whatever they wanted. Even in that role, they would have far greater freedom in deal making than they have now.