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

To: DanD who wrote (66330)	7/19/2007 4:54:40 PM
From: pyslent	Respond to of 197016

I was thinking the same thing. I would bet dollars to donuts that there is a clause in the agreement that says if the ITC ban is overturned on appeal, or Vetoed the agreement is void as well. Furthermore, if Qualcomm does end up entering a license with Broadcom, I'd expect that the Verizon deal would also be rendered redundant and moot due to Ron's point about patent exhaustion.

To: DanD who wrote (66330)	7/19/2007 4:59:07 PM
From: John Carragher	Respond to of 197016

i didn't read anything about a minimum dollar commitment to brcm.. so this could all be back up if appeals fail etc.

To: DanD who wrote (66330)	7/19/2007 5:17:16 PM
From: jackmore	Respond to of 197016

Another similar deal with Sprint and Alltel would effectively nullify the ITC ban for EVDO handsets. Maybe AT&T will then want the same deal for WCDMA. What a coup! BRCM defeats the injunction by itself. But gains a goodwill foothold with the base of Q's food chain. And presumably more leverage in the negotiations with Q. Please tell me this won't happen.