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

To: Rich Bloem who wrote (62943)	4/21/2007 3:39:31 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 196852

Rich, many years ago, way back in 1996, I was telling Ramsey how QCOM is a political company and politics matters. Years ago I was saying that QCOM would be getting the legal action when the money piled up. All the accusations of monopoly, bundling, tying, unfair and unFRANDly practises, anti-competitiveness, market dominance, over-charging would be piled on QCOM's head. All the thread experts, including lawyers, explained to me that I had no idea at all what was going on and that things were hunky dory. Well, guess who was right and who was wrong. And we are still only in the initial skirmishes. QCOM is not yet a $trillion company = it's still small among the biggies. We avoided a lot of legal problems by failing in various ventures [though I know you say some were planned failures] - handsets, infrastructure, Leap Wireless [which was spun off so that solved that risk of monopoly], GSM1x and Globalstar. If we had the huge integrated company I had envisaged, with handsets, infrastructure, ASICs, software, Globalstar [albeit a small shareholding], Leap Wireless, with a stranglehold on mobile cyberspace, I am sure the anti-trust lawyers would have been swarming in droves. QCOM is not considered a great success by most people and is not a household name, but even so, we are up to our arse in legal alligators with the biggest handset maker telling us to get lost and apparently successfully, so far. Broadcom has had a win and might well have more for all I know. Even without being in the slightest a monopoly, we are still being beaten around as though we are. I got a PM from somebody who had similar concerns, who has recently sold 75% of their QCOM because they lost confidence and couldn't get investor relations information. They had been a loyal holder for over a decade. I'm pretty easy going and don't mind fun comments, but more seriously, your response to my actual reasoned argument and facts wasn't really a response - when the messenger is attacked rather than the message, it leads to more of the same questions I have, not fewer. I'll ask the PM guy if I can post his emails to QCOM investor relations - it isn't actually good that people lose confidence and sell. If we just tell everyone who gets nervous or has questions to get off the sauce, get lost, we might soon be talking to ourselves. So, do you know what the top royalty rate is? If so, what is it? Mqurice