Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JeffreyHF who wrote (62860)	4/19/2007 7:02:15 PM
From: slacker711	Respond to of 196875

there is a "free pass" being given to Nokia relative to the GSM/GPRS/EDGE patent cases. Any success in getting royalties on those technologies, and as to which Qualcomm did not participate in standardization and did not agree to license on FRAND terms, and the entire construct changes. If substantial progress is made in those cases, a comprehensive license will be leveraged. We both know that there are substantial hurdles between now and actually winning these cases. However, let's say that Q wins one of these cases tomorrow. Nokia realizes that they are at risk and offers to exercize their option in exchange for zero royalties on GSM/GPRS/EDGE only handsets....do you think Q would turn that offer down? I highly doubt it. It would simply take too long to go through all of the appeals processes and that is assuming that they won all of those appeals. So, even if Q won a GSM/GPRS/EDGE patent case, Nokia would still likely end up with the status quo. That isnt a particularly bad worst case scenario. All of this assumes that Q wins these cases. I view them as a nice leverage point, but the fact remains that Q has to go much farther than just proving that Nokia is using the patents. Judge Brewster's recent ruling makes really heightens the risk that Q will be deemed as being obligated to abide by the SDO's royalty obligations. Slacker