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


To: pheilman_ who wrote (144443)8/23/2006 7:07:05 AM
From: Maurice Winn  Read Replies (1) | Respond to of 152472
 
Paul, the whole tone of the Nokia/Broadcom/6 Musketeers disputes seems to me reminiscient of the Ericy/Hagfish Guild wrangles of the late 1990s resolved on the court steps and the rest of 1999 is history.

It's woolly thinking I admit, but that's the impression I have. Nokia is flying high, as was King Ericy. QCOM is being lambasted as a loser.

Meanwhile, the laws will grind finely and the markets will continue to demand more and more and faster and faster cyberspace, competition will build and pressure will come on and cash will flow and when the decisions are made in favour of QCOM with Nokia wearing fig leaves in joint announcements with IPR issues happily resolved including OFDM so Nokia and QCOM can get to work, there will be a sudden realization of what has transpired, the murk will clear and it will be obvious that QCOM does in fact own some extraordinarily valuable intellectual property, has an excellent ASICs and software business, along with BREW a revamping Globalstar [6% shareholding and a great sales position in subscriber devices, gateways and so on to the Globalstar], inter alia [cool legal jargon].

Mqurice

PS: While not a grub, I quite like post number 144447 - it has a certain je ne sait quoi. Being my last post from Uzes perhaps lends some sentiment. What a summer they have here. All they need is decent mobile cyberspace and they'd be set.