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


To: BDAZZ who wrote (61590)3/27/2007 10:57:50 PM
From: pyslent  Read Replies (1) | Respond to of 197353
 
While this was all just pure speculation for fun the suggestion was prefaced by, and would only be feasible if, QCOM had an easy workaround to announce as soon as any injunction was forthcoming. IE no cut in supply lines, and the customers may even be in on it.

Assuming Qualcomm does have a way to stop the injunction threat at any time, I certainly hope that Qualcomm's customers are privvy to the inside joke. Otherwise, I envision them needlessly scrambling around looking for a plan B. I agree, it's all speculation, but if it were true, I'd speculate Qualcomm's plan to play hardball with BRCM, just to send Nokia a message, is not endearing Qualcomm to those that depend on Qualcomm's technology for their livelihood, for better or worse.

As for Qualcomm vs. Nokia, I'm not sure I agree that Samsung et al are necessarily rooting for Qualcomm-- I don't see any scenario in which Nokia is barred from shipping product but Qualcomm is not. Certainly, Samsung would love to see Nokia "negotiate" a lower royalty rate, which would trickle down to Samsung due to a MFN clause.



To: BDAZZ who wrote (61590)3/28/2007 2:32:38 AM
From: Raglanroadie  Respond to of 197353
 
No doubt MOT was approached about joining the POS too. The "easy solution" to their margin problems of late would be to attack Q on their royalty's with the rest of the bandwagon. Yet they choose not to do so. Maybe MOT is preparing a full out onslaught with Q chips in the XMAS quarter. In the meantime convince the street you are shaking things up in-house and cutting costs.