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

To: barty who wrote (53144)	7/4/2006 11:24:44 AM
From: carranza2	Read Replies (2) \| Respond to of 197214

dont you think everyone looked under Flarion's skirt before Q bought it? A lot of the skirt-looking took place by reference to the successfull Nextel trials. Plus, I assume Jacobs and Viterbi had a few discussions. I have no idea why Q was the winner, though I suspect that there were lots of bidders. Plus, the price, $600 million, in my view was a bargain.

To: barty who wrote (53144)	7/4/2006 11:35:14 AM
From: carranza2	Read Replies (1) \| Respond to of 197214

Sprint will be key....they have the spectrum to do WiMax, but have Nextel's OFDM experience to draw on, not to mention Rel. A. Some tea leaves long ago suggested it would go WiMAX alongside CDMA. Might happen, but I'm sure Q is lobbying strenously for OFDM/CDMA and suggesting litigation hell if WiMAX is chosen should Q run into licensing issues with the suppliers.

To: barty who wrote (53144)	7/4/2006 12:41:26 PM
From: scratchmyback	Read Replies (1) \| Respond to of 197214

Barty wrote: <<Carranza2 - dont you think everyone looked under Flarion's skirt before Q bought it?>> My understanding is that Flarion was offered for all the major players several times. In fact I heard that one rather high-ranking Nokia executive had commented Qualcomm's Flarion acquisition by saying just "We're not interested in proprietary technologies, we had no interest what so ever in the company". I suppose that comment was an honest one, USD600m would have been no problem for Nokia.

To: barty who wrote (53144)	7/5/2006 12:41:38 AM
From: Jon Koplik	Respond to of 197214

Re : "Don't you think everyone looked at Flarion before QCOM bought it ?" ........................ My own personal guess is : if Flarion were given a choice between joining forces with Qualcomm or (for example) InterDigital Communications Corp., Flarion would obviously "go with the winner." Maybe a lot of companies did indeed contact Flarion, but Flarion told all of them to "take a hike." Jon.