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

To: Stan who wrote (62779)	4/18/2007 1:57:05 PM
From: Art Bechhoefer	Respond to of 197252

Qualcomm is without a remedy if its intellectual property is stolen [by China]. There are several remedies. The ITC could ban the import of electronic equipment from China, even if it didn't contain QCOM IP. This is what happened to Samsung when it tried to make flash memory without paying royalties to SanDisk. Before the ITC even made a decision, Samsung agreed to pay royalties (back about 1998). Then the WTO could also be involved. Failure to pay royalties (as opposed to piracy of software, which China engages in) would violate China's agreement with the WTO and might result in stiff tariffs applied to any goods exported from China to the U.S. Then, but less likely, the U.S. could apply diplomatic pressure. This alternative requires some skills, other than bullying, which appear to be lacking in the current administration. Art

To: Stan who wrote (62779)	4/18/2007 1:58:31 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 197252

QUALCOMM's remedy is to ask for help from the politicians whose job it is to protect USA intellectual property. QCOM has paid a LOT of tax over the decades as have their employees, suppliers and customers. That huge cash flow to the politicians is being cut to zero. The politicians, their judiciary, the customs, and military systems are going to have to protect QCOM. That's the primary purpose of a country - to protect the citizens and tax payers against foreign depredations. China sells a lot of stuff to the USA. If they can't sell anything, that'll make them think about things. USA unemployment would drop and pay rates increase. Wal-Mart would have to buy elsewhere. They could cut staff who could go and work in the new factories. Mexicans could help. There seem to be a lot of them. China could go back to cheering Mao and stealing from each other instead of foreigners. China could dump US$ forcing the US$ down against the yuan/yen etc. Good. That'll stop Big Ben printing more of it and diluting QCOM cash stash. QCOM should pay the cash out NOW, so I can spend it BEFORE it drops. Globalstar needs a new constellation - I'll buy one of those. Also some new handsets - I'll get QCOM to design and produce some [they were too dopey to do it themselves with the cash while they had it]. Mqurice

To: Stan who wrote (62779)	4/18/2007 2:00:16 PM
From: Jim Mullens	Respond to of 197252

Stan, re: TDS-CDMA royalties, and “The one piece of leverage that it may have is if Siemens, or some other Chinese partner with whom Q has a licensing agreement, is involved and Q can bring some action against the partner.” Yes, Siemens and any of the other 60 TD-SCDMA licensees (most of the majors). Again, the Q would also collect if the Chinese- 1) desired compatibility with the other 3G systems being deployed (CDMA- EV-DO / WCDMA) / and 2) backwards compatibility with CDMA1x and 3) GSM should the Q prevail with their litigation re: GSM/GPRS/EDGE IPR. IMO, with all the other attacks the Q is facing, TD-SCDMA issue is minor in comparison especially as GO-QCOM asserts>>> “Why bother with trying to collect on something that is destined for the trash heap?”