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

To: slacker711 who wrote (59152)	1/26/2007 4:18:34 PM
From: Q8tfreebe	Read Replies (1) \| Respond to of 197353

"Unfortunately, on the other side of the coin, it is going to make sense for the handset manufacturers to look at other chipset suppliers long before Nokia gets an injunction against Q's WCDMA chipsets. The lead time for designing a new handset is so long that they cant wait until the last minute. I fully expect to start hearing about Samsung and LG second sourcing their WCDMA chipsets...." For Nok to get an injunction against QCOM, they will first have to prove QCOM infringed on thier IPR, this will take time, particularly given the likely appeals process. In fact, on the last earnings call (immediately prior to Wednesday's) Lupin expressly stated that QCOM has always maintained that it doesn't use NOK IPR. Whether true or not, it leaves NOK in the position of having to prove QCOM is infringing. On the other hand, Lupin claims that NOK has publically stated that it uses QCOM's IPR (but just doesn't like the price it has to pay). Therefore, it should be easier and quicker for QCOM to prove NOK is infringing and hense, secure an injunction.