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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 (66334)	7/19/2007 5:20:05 PM
From: hedgefund	Respond to of 197031

<Does this look like BRCM ready to settle?> No, BRCM fights on. If they got this same deal with Sprint and AT&T they would only get $120 million a year for five years and still not have a license from Q; My guess is that BRCM will try to run the table and continue fighting; the deal with VZ was a gambit to defeat any veto/stay; the fight continues...HF

To: limtex who wrote (66334)	7/19/2007 5:20:29 PM
From: LarsA	Respond to of 197031

lim, enough with the euphoria or you will be banned again! :-) Lars

To: limtex who wrote (66334)	7/19/2007 5:21:10 PM
From: seti	Respond to of 197031

I wouldn't be too worried about the PR language and talk about alliances etc. BRCM are brilliant at that and the proof of that pudding is in some of the posts later this afternoon. Agreed. PR talk is cheap. Every PR announcement claims to revolutionize the world. The main thing is that we have just seen a panic. My guess is that Qs business is strong and there will be a good report next week and so this panic should have produced a good buying op. I think the modest run up over the past week (before today) was anticipating that. The other good thing is that it is really going to focus things at the Q to get a work around at least for the power control patent. Even though my guess is that they must have figured this to be a possibility seeing the effect of it on the market will have put some more urgency into things. Er ... if they haven't been focusing on it already, have they been showing up for work? If they haven't made it urgent already, QCOM management is suffering from severe mental disturbance problems.