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

To: rkral who wrote (58812)	1/20/2007 5:01:44 PM
From: Art Bechhoefer	Respond to of 197255

That said, I really don't believe Qualcomm filed the patent infringement suit against Broadcom to collect H.264 royalties. Rather, it's partly posturing to negotiate the CDMA patent and partly a counter-offensive to Broadcom's suits. This I agree to completely. The damages are relatively insignificant, but of course the potential gains, if Q is successful, are indeed significant. There are big differences in evaluating gains and losses, depending on what time frame you select. In the short run, an unfavorable verdict against Q might have an impact, but probably little impact in the long run. Oftentimes investors group all impacts together, as if time frame made little difference. This confusion, I believe, creates a lot of irrational investment decisions. Art