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


To: Art Bechhoefer who wrote (67687)8/15/2007 8:46:46 PM
From: Mike Buckley  Respond to of 197472
 
Art,

Your option #1 isn't possible because it is a direct contradiction with what Jacobs is alleged to have said.

Jacobs: "Qualcomm had not attempted to find alternatives..."

Art: "1. They were looking for alternatives..."

--Mike Buckley



To: Art Bechhoefer who wrote (67687)8/15/2007 8:48:22 PM
From: seti  Respond to of 197472
 

Pretty poor management, if any of the above are true.


Agreed.
But for point #1, the typical strategy is:
(a) my dog didn't do it;
(b) and I don't have a dog

or maybe the reverse order.



To: Art Bechhoefer who wrote (67687)8/16/2007 5:16:56 PM
From: quartersawyer  Read Replies (1) | Respond to of 197472
 
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.

That's very certainly the one, Art. The only acceptable rationale is that it's been impossible to get new chipsets out there without infringing, and deals have always before been made. Broadcom/Nokia are shooting at the Achilles, which was defensible with honest arguments. Batchelder et al will plead pitiably and with documentation that Lou led them down the wrong path. Hopefully it goes no higher, but I think Irwin is taking shots for Paul.