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

To: kech who wrote (54342)	8/9/2006 7:39:26 PM
From: SKIP PAUL	Respond to of 196605

Where and when did PJ say that? He was probably just acknowledging that they could return to the status quo ex ante. I.e. they weren't charging royalties before. But this also probably assumes a license fee that Nokia finds unacceptable anyway. Maybe not good poker, but may be good negotiation. I.e. unless there is a place that both want to go then they won't get there. PJ said that at one of the webcasts I listened to within the past couple of months. I dont remember specifically which one. Nokia knows that they can wait till the last minute and they will have a deal. Nokia Investors know that NOK can sign a deal at will so they dont punish the stock. This creates a weaker negotiating position for Qualcomm. If they had filed a claim for separate streams of royalties from CDMA and GSM there would have been more uncertainty for Nokia and the stock would have sufferred a bigger loss creating more pressure on Nokia management to solve the problem. This would have put Qualcomm in a much stronger negotiating position. This is assuming that QCOM has a valid GSM patents claim aginst NOKIA.