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

To: JGoren who wrote (62346)	4/10/2007 4:19:49 PM
From: Eric L	Read Replies (4) \| Respond to of 196976

Careful What You Wish For ... << It would be funny, and great PR, to have individual consumers file suits all over the world. ... Nevertheless, it would complicate NOK's position as it fights hundreds or thousands of suits and every day there is a press release of another suit filed. >> There are many, many, many, more individual NOK1V/NOK shareholders and nutballs around the globe than there are QCOM shareholders and nutballs, and today QUALCOMM has no license for Nokia's GSM/EDGE, WCDMA/HSPA, or CDMA, esential and implementation IPR. - Eric -

To: JGoren who wrote (62346)	4/10/2007 5:38:15 PM
From: JGoren	Read Replies (1) \| Respond to of 196976

Additional, BMO Capital Markets Report. I forgot that it opines NOK will sue Qcom for infringement GSM; however, it believes that Qcom has been acquiring TDMA-GSM IPR other places to reduce or perhaps eliminate the need for NOK IPR in its multi-mode chipsets. --- MY COMMENTS: BMO raises some inciteful focus on Pacific Rim manufacturers and distributors who may see this as an opportunity to gain share against NOK in certain georgraphic markets. I don't recall anyone rasing this possibility. Secondly, with growth in the Pacific Rim, I am not sure that anyone really has gauged the impact on NOK's efforts to license IPR. This is the highest-growth geographic region for the future, and it is where Qcom has empowered players--the New World has empowered the Newest World, against the Old World. This raises the broader problem that I have touched on--except from the standpoint of the United States and its increasing reliance on export of IPR and reliance on IPR rather than manufacturing goods. NOK's desire for control by the establishment is focused at Qcom as the "boogeyman" but is also directed against these growing nations and companies in the Pacific Rim and Asia. It comes back to the business model question. NOK can try to maintain its control and it eventually will fight forces in these other countries. The BMO report opined that many of these Asian-Pacific Rim companies signed licenses with Qcom out of concern for the WTO. How can we expect them to honor IPR if NOK does not? Query: Is NOK fighting the inevitable result of globalization? If NOK were to pay 1bill royalties to Qcom, what could it obtain from other manufacturers? Perhaps someone can enlighten us on how big royalties are to NOK and by how much that amount has grown over the past 5 or 10 years as to how important it really is. Just some thoughts.

To: JGoren who wrote (62346)	4/10/2007 10:29:04 PM
From: limtex	Read Replies (2) \| Respond to of 196976

JG - Can Q issue proceedings against all the vendors of infringing handsets? Can it send out warning notices? Is it helpful? Just a thought. Best, L

To: JGoren who wrote (62346)	4/11/2007 6:27:51 AM
From: lml	Respond to of 196976

BMO believes that it may be difficult for NOK to contune without a license for more than about 5 months (where this comes from I don't know). My hunch is that this time frame is more market driven than necessarily based upon a legal parameter. If NOK cannot come to terms with Q w/i this time frame, manufacturers are going to cease using Q's IP under threat of potential liability for unlicensed use. This is going to result in a severe haircut to their top line growth, & their not gonna be happy about it. This what I meant in my earlier post that NOK is very susceptible to market pressures should this dispute drag on longer than it should. I believe Q's lawyers understand this, which is just one reason why they've held firm. NOK has only so much "market capital" (i.e. goodwill) to expend in this fight. I figure after one fiscal quarter, their capital will begin to deplete rapidly. I don't think the market will tolerate 2 fiscal quarters with this dispute unresolved. It will "cost" the parties, with NOK absorbing the brunt. JMO.