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


To: Dash of Reality who wrote (62450)4/11/2007 6:31:02 PM
From: SirWalterRalegh  Respond to of 196971
 
This is why I would like to see a settlement as soon as possible.

I too would like to see a quick settlement as long as it is long term. If the settlement
is not formulated correctly Nokia will be back at the bar again protesting for relief from the mightly QUALCOMM.



To: Dash of Reality who wrote (62450)4/11/2007 8:55:51 PM
From: DaYooper  Read Replies (1) | Respond to of 196971
 
RE: I just hope that both companies decide to negotiate rather than litigate.

We can hope all we want but this showdown has been many years in the making. The wideband cdma strategy was devised with the exact intention of getting to this point. QCOM and IJ have stated clearly all these years that wcdma does require Q's intellectual property which they will license at the same low and frand rate -- one rate for all the patents regardless how many you choose to utilize.

I'd be very surprised if after all these years of devising the end around strategy NOK agrees to anything remotely close to the full rate until a third party explains to NOK that wcdma is in fact cdma and they need to license that IP at the frand rate agreed to by 60 other companies including NOK in 2001. I'm sure all NOK's efforts will garner them a small return royalty from Q -- but NOK is now arguing it should not be small.



To: Dash of Reality who wrote (62450)4/11/2007 10:41:41 PM
From: limtex  Read Replies (1) | Respond to of 196971
 
DoR - Yes a settlement. But what settlement. NOKs payments to Q are likely to have grown to in excess of $800m a year. How much do you suggest that Q give up?

The rest of the business is doing just fine except perhaps for the BRCM issues but the market seems to think that Qs business is doing well and we are looking at circa $2 eps 07 and more for 08.

It would be very helpful and worth a different level of concession to NOK if NOK agreed to co-operate with Q on the question of European standards especially on relation to TV broadcasting to mobiles. If NOK would agree to work together to get the EU to adopt MediaFlo as a competitive standard not a monopoly that could offer an avenue for settlement.

And if NOK would get the EU ( which it can by clicking its fingers) to co-operate with the US to take the Chinese to WTO about the blatant abuse of the treaty involved in their games over TD-SCDMA.

Best,

L



To: Dash of Reality who wrote (62450)4/12/2007 3:21:38 AM
From: Neeka  Read Replies (1) | Respond to of 196971
 
You are very perceptive Dash...

Yes...I get emotional because the cost of wireless communication for most people is prohibitively expensive. I get emotional because in most places I can't watch tv and catch up on the news. I can't see who I am talking to. I can't dial in and get medical results. I can't get on line in most fast moving environments. I want to pay for purchases with my cell.

I don't have a keyboard attached to my phone so I can send email without getting carpal finger. -gg-

Picture resolution on existing cell phones sucks. Screen size sucks. Advanced features are out of reach for most consumers.

I can't do these things because of the stalling. And if I could...for I know some of those features I grow impatient to use are available......I must stay out of most western states where service is spotty at best and then mortgage my home to use them. (I have a cabin on a river 45 miles outside a major city and can't even make a wireless phone call from there.....it is 2007 isn't it?)

In the long run NOK doesn't seem to really be interested in providing those luxuries to a growing market. They seem more interested in squeezing every dime they can out of those cheap tin boxes they've been selling for years. I'll never forget my disgust when I learned that eu providers had decided to ban anything cdma from THE CONTINENT...........lol.

Where would we be had providers not stalled but rather worked on combining talents, ingenuity and technologically advanced features on an ongoing basis?

I totally agree with your sentiments regarding a solution they can all live with soon.

It would be a different world, but par usual, all the world can do is wait, and wait, and wait and..........so forth.