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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 (57938)12/22/2006 9:07:23 AM
From: slacker711  Read Replies (3) | Respond to of 197633
 
The battle being fought, Wireless Jihad I, is one aimed at Q's business model and the possibility that Q may dominate or strongly influence the wireless future for decades. If Q wins and achieves the promise it showed initially, the legal expense will be seen in retrospect as chump change.

The lawyers are a cost of doing business, but I am still amazed by the amounts. Keitel must have underestimated legal expenses (only six weeks ago) by at least $5 million or so to have a material effect on Qualcomm....that is an extra 10,000 hours of attorney work at $500 an hour!

I do think that the Broadcom dispute will be settled in '07. A number of those cases are going to trial and Broadcom is going to need a license in '08 if they really think they can gain substantial share in WCDMA.

Nokia could go on well into '08, but it is going to depend on the GSM patent cases. The Broadcom GSM patent case should get a ruling next year and the Nokia ITC case seems to be rolling along. IMO, a win in those cases and the lawyers will have earned their cash....losses, and Q's legal defense strategy is going to leave a lot to be desired.

Slacker