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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 (62951)	4/22/2007 12:08:44 AM
From: ralphty	Read Replies (1) \| Respond to of 196959

Pardon my temerity, but it is waaaaaaaaaaayyyyyyyy too late for that. If Qualcomm gave Nokia what Nokia wants, it wouldn't change Nokia's business strategy. What is Nokia's business strategy? To build upon GSM. Only if Nokia's market position is seriously jeopardized will Nokia change course, and that is not going to happen anytime soon.

To: Rich Bloem who wrote (62951)	4/22/2007 5:37:58 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 196959

Rich, giving Nokia a 1% discount, and therefore everyone else, in a FRANDly and most-favoured-nation way, would be a major hit to our royalties. I don't understand why that's necessary. Nokia is under a lot more pressure than QUALCOMM. Nokia has a LOT to lose. QUALCOMM has little to lose from a Nokia refusal of relicensing. Nokia has a LOT to gain from agreement, QUALCOMM not so much and it would actually be quite pleasant to not have Nokia as a licensee. The polite and pleasant Japanese would be my preference for customers. They just seem to pay the royalties due without a load of drama and they are also selling a LOT of both versions of 3G. If Nokia wants to agree to the "standard" rate, they can. No trouble at all. Giving a 1% discount would be nice for them, but of no benefit to QCOM. Anyway, QUALCOMM has said that they are not using any Nokia patents, so there's no reason to give a discount. There is plenty of reason to charge a LOT more than other licensees: Size of Nokia Profitability of Nokia Pain in the neck to deal with Huge distraction of management time Huge legal costs Delays to market progress etc. QCOM cannot unilaterally end the battles. That's Nokia's decision too. Nokia doesn't want clarity, they want discounts and continued battles. With QCOM using no Nokia patents, QCOM doesn't have dirty hands going into legal disputes. That's great. I wonder if it's true. If not true, then I suspect making a knowingly false claim is another legal mistake. Perhaps leading to the worst case scenario of QCOM being told to get lost by courte. Mqurice

To: Rich Bloem who wrote (62951)	4/23/2007 3:43:58 AM
From: lml	Read Replies (1) \| Respond to of 196959

The most important thing for Q at this point is to end the battles and create clarity. If this means a net result of a minus 1 percent then it would be worth it. Disagree, Rich. Too many on this board are focused on the short term stock price rather than the long term picture. If Q were to yield to NOK & give'em a special discount based upon nada other than it being one big pain in the ass, it would be the first step down a slippery slope. I agree with engineer's other comment that NOK, if it continues on its present path over a protracted period, will eventually begin to irritate its other customers, as well others whose fortunes depend upon licensed access to Q's IP. There's really not much of an incentive for Q to yield anything to NOK.