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


To: sag who wrote (67806)8/17/2007 12:08:54 PM
From: slacker711  Read Replies (2) | Respond to of 197231
 
If QCOM is successful in this approach nokia would gladly accept the old terms under the 2008 extension.

Qualcomm needs to win the case first....and I believe that the odds of that went down significantly with Brewster's ruling on the definition of "participation" in a standards body.

Beyond that, even if Q wins a GPRS/EDGE case, my guess is that they would drop those patent claims (which would be endlessly appealed) in exchange for Nokia exercizing the renewal. I would gladly give up any potential GPRS/EDGE royalties, which would be going down substantially in the future, in exchange for a global WCDMA settlement.

As I said....very little downside for Nokia letting this play out.

IJ rightfully gets lauded for many things, but he blew it by allowing Q to sign that agreement. The option was just asking for trouble.

Slacker