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

To: seti who wrote (67682)	8/15/2007 8:41:15 PM
From: Qgent	Read Replies (2) \| Respond to of 197475

Lets try to put this into perspective. If my math is correct 2.5 billion over 5 years in lost revenue or approximately 480 million per year. Assuming these chips in QCT had a net profit margin of 50% which I believe would be a record, would amount to 240 million a year in loss earnings or 60 million per Quarter in loss earnings. With 1,674,233,000 shares outstanding, this would equal a average loss per quarter over 5 years of 4 cents per share. Not exactly earth shattering. I would rather see Qcom take this loss, instead of giving Brcm a cross free license with pass through rights, in which would allow Brcm to feed Nokia royalty free chips. Disclaimer ( I have little to no accounting skills ) please check my math. Qgent

To: seti who wrote (67682)	8/15/2007 8:41:34 PM
From: Art Bechhoefer	Read Replies (3) \| Respond to of 197475

Jacobs said Qualcomm had not attempted to find alternatives There are several possible interpretations here: 1. They were looking for alternatives but didn't want to let anyone know for fear that they would be admitting wrongdoing even before a verdict. 2. They mistakenly believed they didn't HAVE to look for alternatives, in which case they were both arrogant and incompetent. 3. They already had one or more alternatives but didn't want to show their hand for the same reason suggested in #1 above. 4. They thought they could reach a reasonable accommodation with BRCM on the assumption that the BRCM people were as nice as QCOM, in which case they utterly ignored the whole character of BRCM. 5. They were asleep. Pretty poor management, if any of the above are true. Art