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

To: slacker711 who wrote (67790)	8/17/2007 10:36:55 AM
From: bronx	Read Replies (1) \| Respond to of 197217

Is this new NOK case the opening move in direct cdma/wcdma challenges? If so, why didn't Q get there first? So far, they've both been bound by non-assertion agreements, but if those have lapsed, Q cannot count on much leverage from the gsm/edge case before the ITC, not if the BRCM video fiasco is any sign. So then the first party to get an ITC cdma/wcdma injunction will have the real leverage, and NOK has been first to file. For that matter, have the non-assertion agreements really lapsed? the whole extension thing again ... .

To: slacker711 who wrote (67790)	8/17/2007 11:09:43 AM
From: carranza2	Read Replies (3) \| Respond to of 197217

Look for the GPRS/EDGE and the GSM cases to get dismissed after Lupin's work is reviewed. This would be a serious olive branch to NOK which might lead to a more flexible negotiation. Lupin's departure may very well be a reason for Q to take a different, less hostile track. It might work, and if it doesn't, they can always aggressively press the meritorious license case which, of course, is their ace in the hole. I think I see a pinpoint of light at the end of the tunnel. Is it time for me to get back into Q? Maybe. But I think I will wait for the two pending BRCM cases, which are so frought with risk, before I jump in. I don't like either of them, though I don't think an injunction will issue. The SD case is going to hurt Q monetarily, perhaps enough to affect the share price in a substantial way. Waiting, trigger finger itching.