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

To: golfinvestor who wrote (66095)	7/12/2007 9:21:44 PM
From: thinkclear	Respond to of 197028

Golf: Exactly. I completely agree. But to achieve their goal brcm needs leverage. I would have expected them to accept the $100,000,000 plus cross license. I was shocked when they didn't. That offer is better than they deserve. We know that brcm has, for the moment anyway, a pending ITC action against qcom and 3 other infringed patents. What else do they have as leverage for negotiating? Why should they expect that they can extract better terms than that from the Q? The point of my previous post was that if nok prevails with its patent exhaustion suit it will also afford brcm better terms on it license negotiation, and I think that is what brcm is waiting for. If brcm still rejects the $100mil plus cross license, if and when the ITC ruling is overturned, we will know something more is afoot. -thinkclear I think a royalty free cross license and $100 million is more than yielding a little bit on license terms. BRCM has made it clear they want pass through rights and thus the destruction of the QCOM business model.