SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: quartersawyer who wrote (146675)11/29/2006 12:32:04 PM
From: slacker711  Read Replies (1) | Respond to of 152472
 
Do we know if the terms are level from now to the end of '08? That extension for renewal makes more sense if the terms of the extension make it increasingly expensive (and otherwise discouraging of bad behavior) to renew toward the end of the renewal period than at the end of the existing contract. A free ride on Q's back is too weird to be true.

I am fairly sure that I heard Qualcomm correctly when they talked about the extension, but of course, all of these comments are up for some amount of interpretation.

The terms of the extension dont make much sense to me and neither does the comment that Nokia will still be licensed for "very early" CDMA patents beyond the April '07 date. Why in the world did Qualcomm agree to this stuff???

I would try and go back to listen to the presentation again....but I'm busy packing for a trip to Kauai/Maui :-).

Slacker



To: quartersawyer who wrote (146675)11/29/2006 12:59:41 PM
From: waitwatchwander  Read Replies (3) | Respond to of 152472
 
'08 option ... a free ride on Q's back

That was my take and maybe why it took so long to learn of it's existence. Me thinks, these guys have just become overwhelmed by their own smarts. I sure have! We got ...

1) Indefensible Chinese royalty deal
2) Nokia's free ride to the end of '08
3) ???????

Bottom of the 5th, 2 out, Jha at bat, Altman on deck.
Olli Pekka on the mound and Samueli in the bullpen.