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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: 100cfm who wrote (143342)	7/5/2006 1:04:20 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

The ITC attorny finding for BRCM regarding infringement by Q is very concerning. If BRCM loses it only effects 10% of their sales, if Q loses it effects 90% of their products sold. Clearly Q has everything to lose here while BRCM who has very little market share in basebands has little or nothing to lose. FWIW, the only products that are at risk in the ITC proceeding with Broadcom are DO and WCDMA related products that are imported into the US. This means that handsets with the MSM6100 (likely the vast majority of current shipments to Sprint/Verizon), MSM6150 and MSM6000 could continue to be sold. Also, there is no mention of CSM shipments so the deployment of Rev A would continue. A loss in the Broadcom case would be a heavy blow since it would effectively stop US DO sales and also cripple Cingular's WCDMA launch but it wont effect anywhere near 90% of Q's chipset revenue. The ITC only effects imported products. Broadcom will need to win a ruling with the federal courts to get a more broad ruling (which will take additional time). Slacker

To: 100cfm who wrote (143342)	7/5/2006 1:35:02 PM
From: qwave	Read Replies (4) \| Respond to of 152472

Workaround for what? What have exactly has QCOM infringed on?

To: 100cfm who wrote (143342)	7/5/2006 1:59:18 PM
From: limtex	Read Replies (1) \| Respond to of 152472

100 - No wonder the stock is down. If you are right about the ITC issue then the stock could head to the $20s. Lokks like a slow distrbution to me with the shors making an absolute killing of the daily drip. I thought BRCM needed a license from the Q and that a loss in the ITC wasn't as serious as you have suggested since Q could have the case taken to an appeal court. Seems that Q has to win every one of these cases if it loses any one it is going to seriously affect the Q's business. THat is a very difficult task and is probably the strategy that one is going to get through. Best, L