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

To: carranza2 who wrote (54632)	8/17/2006 5:21:20 PM
From: matherandlowell	Read Replies (1) \| Respond to of 196562

Could someone knowledgeable about the Broadcom case outline the most likely outcomes there? It is clear to me that QCOM is in a very good position with Nokia. Indeed, the situation may improve compared to the current agreement. If Q needs to throw NOK a few bones, they will do what they have to do. I no longer see this as an 'end of days' scenario. The BRCM case remains difficult for me to fully understand. My initial understanding was that BRCM was asserting patents related to Bluetooth. In the worst case, it would seem to me, BRCM would be able to extract royalties from the companies which used the BRCM technology in their products. Presumably, if the companies de-activated the Bluetooth option in the products in question, there would be no potential damage to BRCM and therefore no royalties due. Is the case more serious than that? If BRCM were to win the action with the ITC, would QCOM be able to continue to do business while appealing to the Federal Courts? It seems to me that the biggest risk in this case is that BRCM might be granted an injunction which would be in effect during the appeal. I don't see the BRCM dispute as a disagreemnt between friends-- rather this dispute has a 'blood feud' air to it. Any insights?