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

To: waitwatchwander who wrote (59094)	1/25/2007 8:43:18 PM
From: quartersawyer	Read Replies (1) \| Respond to of 197348

yes/no notes say: Q: What's the likelhood that Nokia will want to drag it out through 2008 hoping to build a stronger case? A: (Altman) I think there's a lot of things that are going to happen before the end of 2008 that will influence whether they enter into the extension. Like some of the GSM cases that are ongoing. But after April, I'm sure there'll be some CDMA issues as well. So I think we'll see a lot of things in there that could cause that to be resolved earlier. I think to the extent that doesn't happen, u-m-m-m... they would put their business at incredible risk if they don't exercise the option by that time. That's where we get into the Lupin interject, and the straight question about the difference between '07 vs. '08 with Altman's "not at liberty to talk down at that level." So.. a lot of Q's leverage depends on the GSM infringement cases, which threaten to up the ante for a late renewal by Nokia, like how hard Q will push the GSM possibilities. (I don't believe Qualcomm was ever in the dark about GSM infringements, others here negate that sword of Damocles scenario)