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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 (62370)	4/10/2007 9:57:21 PM
From: ohohyodafarted	Respond to of 196977

Precisely Jeffrey. And IMHO, Should Qualcomm win this issue at the ITC in a favorable manner, Qualcomm should make an example of BRCM and deny them a license agreement under any terms for trying to screw us the way they have been attempting. Maybe if we make an example out of one of these rogue companies, the rest will fall in line and negotiate in a reasonable manner, instead of always attempting to push the issue to an unfair advantage in their favor.

To: JeffreyHF who wrote (62370)	4/10/2007 10:07:59 PM
From: Brihack	Read Replies (1) \| Respond to of 196977

Jeffrey, You are right and the timing / delay aspect of the cases sure seems critical. In that regard, Q's brief also noted on page 51 that "... even if another company, such as Broadcom, were to win tomorrow the right to provide a handset maker with a WCDMA baseband chip, that handset would not be available to the market for approximately 18 to 24 months." Even if Q lost this round of the battle, their appeals would eat up even more time. Can Broadcom afford to delay getting a license too much longer and risk the market opportunity slipping away from it? Even if Broadcom got a WCDMA design win in mid-2007, if Q's estimate is accurate, the earliest their handset would be available is late 2008 to mid 2009? That seems like an eternity in the wireless industry. Moreover, I doubt if the U.S. carriers are too pleased with Broadcom's purported antics in the underlying case...which is not to say that they are likely too pleased with Q either! Brihack