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

To: limtex who wrote (63691)	5/15/2007 4:46:24 PM
From: matherandlowell	Read Replies (1) \| Respond to of 196971

"Here we are and not only are Qs lawyers impotent to defend the company's property but with all the R&D and tech leads the finest customer in the world decides that Qs product isn't needed and just to prove it their market share increases." L, Don't you think this is grossly unfair? First, it would seem early to say that Q's lawyers are impotent to defend the company's IP. Has that really been shown? Who is currently using CDMA or WCDMA without a license? Second, has the "finest customer in the world" decided that Q's product is not needed? Quite the opposite is true. Nokia is forging ahead with WCDMA and paying QCOM an agreed upon royalty. As everyone here knows, the question of whether Nokia is currently under contract is now being arbitrated. Either they have a valid license at present or they do not. A mechanism to determine this was stipulated in the original contract and is now being exercised to resolve the issue. Until the September payment is due, Nokia has not broken the obligations of their current contract with option to extend. When they do, the situation will be different. I would say it is too early to pass judgment on QCOM's lawyers and it is foolish to assume that Nokia will be able to use QCOM's IP without paying a royalty. In a way, I love the sentiment that you bring to this discussion because it reflects the "panic" fringe of the market: at 34, you thought the stock wanted the 20's; now, you think that Nokia can use QCOM technology without a license. Nokia can't use QCOM technology without a license. When the panic fringe of the market realizes this, or when these rather obvious uncertainties are resolved, the stock price will advance briskly. Will you be holding stock in QCOM or will you be keeping your money in a shoebox under your bed while the the post-Nokia advance is realized? No risk, no reward. j.