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


To: matherandlowell who wrote (63698)5/15/2007 4:58:35 PM
From: limtex  Read Replies (1) | Respond to of 196976
 
m & L - As we sit here NOK has a license but we certainly don't know what it provides and they aren't paying and won't pay. The legal process you are right is just beginning and it will as I have repeatedly stated go on for years maybe three/four years maybe longer. Who is going to care about W-CDMA at that stage even if NOK is wrong about the essential patents being paid up. I'd like to believe that they are wrong but after all the BS about tech leads which turn out to be commercially irelevant I'm not so sure any more.

As for NOK forget about licenses for a moment, whose chips are they using? Not Qs and yet NOK is gaining market share. MOT is getting beaten up but do they go round to Q and say help... well sort of but then they keep talking fresh deals with their existing suppliers. So what about Qs great lead? It is a mirage. In the real world no-one gives a hoot about it.

Sorry if I'm being a bit unfair but if Q hadn't been shouting so much about its vaious leads well I guess we'd all be pleased to have the market share its got but they didn't. They said how much lead they had and it has proven irrelevant.

The only thing is that Qs business is doing well and hopefully that will continue but the market isn't impressed so what good is Q as an ivestment.

Best,

L