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

To: Mike Buckley who wrote (54017)	7/29/2006 10:11:07 PM
From: phatbstrd	Respond to of 197254

"Further, the piece you brought to my attention (thank you!) mentions that the end result could "actually culminate in licensing agreements between the two companies.... These agreements have the effect of reducing the net royalty payments for all companies involved." That being the case, it's another example of Qualcomm's value chain being weakened, not strengthened." Seems to me for that reason alone it makes Nok a part of the value chian. They are infringing on Q's GSM patents. Once the dust has settled and new agreements and licenses are in place, Q has a piece of a larger pie. The pie is getting bigger for Q...not smaller. p

To: Mike Buckley who wrote (54017)	7/31/2006 2:17:54 PM
From: SKIP PAUL	Read Replies (2) \| Respond to of 197254

###So, if the final ruling is that Qualcomm has infringed on Broadcom's multimedia patents, it stands to reason that Qualcomms niche acquisitions dealing with the multimedia stuff have less value. Taking that line of logic one step farther, I'm thinking that in such a situation Qualcomm's control over its value chain has been lessened because it is now a little more dependent on Broadcom### Thanks for your thoughtful response. I personally find it hard to believe that Broadcom has blocking control over "multimedia technology". My guess is that if QCOM did infringe on BRCM technology the infringement was inadvertant, and Qualcomm will be able to find alternate solutions if necessary.