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

To: Art Bechhoefer who wrote (63018)	4/23/2007 11:49:48 AM
From: lml	Read Replies (1) \| Respond to of 197690

My point is that Nokia, through its present actions, risks losing a tremendous part of its cell phone business to competitors like Motorola, Samsung, and LG. When Nokia's board of directors finally realizes the dilemma that management has created, I doubt whether they will permit this situation to go on for very long. . . including the fact that the royalties Nokia pays to QCOM are no more (if not actually less) than what competitors pay, and the fact that 140 licensees are paying those royalties, and only one is not. QCOM need not negotiate a settlement with Nokia that is any different from that reached with the 140 other licensees. That's hardly what one could call anticompetitive. Exactly. PS. I don't mind that the stock has not traded north of 50 the past year. I've used it as buying opportunity to add to my position, as well as write covered calls again & again & again, further reducing my basis. This stock was a screaming at 35. Thank you, NOK.