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

To: SKIP PAUL who wrote (54048)	7/31/2006 2:59:09 PM
From: slacker711	Read Replies (3) \| Respond to of 197299

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. I really dont think that Broadcom's patents concern "multimedia technology". My understanding of these two patents is that the '983 patent covers multimode chipsets and the '311 patent covers sleep states in wireless chipsets(specifically, all 1xEV-DO chipsets). Here is the initial ruling by the investigative staff. If the judge were to come down with a similar ruling, every Qualcomm baseband except the MSM6100, MSM6150, and MSM6000 would be found to be infringing. edisweb.usitc.gov Slacker

To: SKIP PAUL who wrote (54048)	7/31/2006 3:02:09 PM
From: JohnG	Respond to of 197299

And, when QCOM employs those alternate positions to Broadcom, then QCOM should GUT Broadcom as a signal to any would be troublemaker that decids to file a raft of suits to screw up the reasonable evolution of the business. Now with Broadcom wanting to enter a mature marker, a one time fee of $800 million seems right with tle normal 5% royalties on CDMA and an additional license fee and royalty for any GSM IP Broadcom seeks to use. Broadcom stock is way overpriced at $24 and should fall to 12.