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

To: JeffreyHF who wrote (62019)	4/5/2007 9:35:30 AM
From: scratchmyback	Respond to of 197030

<<Nokia`s public tender includes no monies for GSM/GPRS/EDGE.>> Yeah, it's obvious that Nokia wants to break Qualcomm's patent pool strategy. UMTS & WCDMA is one business, GSM/GPRS/EDGE another one and CDMA2000 yet another. And Nokia wants separate negotions for each. It'll be interesting to see Qualcomm's response to Nokia's $20m offer. If Qualcomm agrees to take the money (even as a pre-payment), could that be interpreted as a sign that Qualcomm would be ready to continue negotiating UMTS royalties as a separate issue? And if Qualcomm refuses to take the money, what would be Nokia's response for that?!

To: JeffreyHF who wrote (62019)	4/5/2007 9:36:49 AM
From: slacker711	Respond to of 197030

Nokia`s public tender includes no monies for GSM/GPRS/EDGE. Those were the first filed cases, and will be first decided. Yes, and they provide the most possible leverage....but the conclusions in the Broadcom case by Brewster would seem to be quite a blow. Qualcomm would have needed to have kept their activity in the GPRS/EDGE standards below the low level in the H.264 SDO (received emails, attendance, and sponsering that cruise). An interesting twist is that if Qualcomm decides to counter with their own Offer Of Judgment equivalent, they will be forced to take a more considered position on whether their chipsets utilize Nokia IPR. I think Qualcomm is going to have to carefully evaluate Nokia's patents....particularly once they have brought suit. The couple of articles I have read indicate that a good defense against a finding of willful infringement is getting the opinion of patent counsel as to non-infringement. Would it be difficult to get such an opinion if Qualcomm is actually infringing? mmmlaw.com Of course, this is written by a law firm looking to drum up business, so maybe I should take it with a grain of salt <g>. Slacker