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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 (63699)	5/15/2007 5:49:45 PM
From: matherandlowell	Respond to of 196978

L: "...NOK has a license but we certainly don't know what it provides and they aren't paying and won't pay." I think we agree that Nokia does have a license and that Nokia has paid QCOM royalties under the existing license. Why you say they "aren't paying" is a mystery to me. They have paid. If they haven't paid QCOM what was agreed upon, they will be ordered to do so. If they refuse, the courts will squeeze their gonadal tissue until they do. The attitude that they are the biggest handset maker and that they can therefore dictate the terms under which they will do business is only funny up to a point. Your point that they "won't pay" is complete speculation on your part. If they won't pay, they will have to go to a court to show why they should be permitted to use Q's IP and not pay. That's the reason the law allows triple damages in the United States-- to discourage companies from stealing American IP in such a blatant manner. This company is growing revenues at a 20% annual clip. It is probably the best growth company in the world. Royalties from WCDMA have just started to pass those from CDMA. All of Europe will soon be working on a technology patented by QCOM. The technology is available on networks throughout the world. We are passing an historical tipping point. You think it is time to be pessimistic? L, I know your moods swing a little now and again. You are invested in QCOM but you are prone to self doubt and self loathing. Aren't we all? We may have our down days, but overall, 20% annual revenue increases don't lie. We knew that we would hear some squealing as Nokia contemplated the cost of using the Q's technology. But the costs of using WCDMA don't seem to be killing Nokia. Is it really fair that the company which will make the most money on the Q's IP gets to walk out without paying the bill? I think that would be regarded as impolite even in Europe. Best wishes and hold the faith, j.