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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 (67810)	8/17/2007 12:27:54 PM
From: sag	Read Replies (1) \| Respond to of 197237

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. Perhaps QCOM can horse trade their GSM/GPRS/EDGE patents for Nokia's patents. Taken from QCOM's London Investors Day 11/13/06 slide presentation. Even in the unlikely event that Nokia were to obtain as much as a 5% royalty on QUALCOMM's CDMA2000 chipset revenue, QUALCOMM would only need to obtain a 0.5% royalty on Nokia's GSM/GPRS/EDGE handset revenue to break even.* *based on QCOM's estimates of revelant Nokia and QCOM revenue over the next 4 years.

To: slacker711 who wrote (67810)	8/17/2007 12:39:47 PM
From: bronx	Read Replies (2) \| Respond to of 197237

So NOK files the ITC complaint, and gets a hearing sometime in mid 2008, while Q is stuck waiting for the option to extend to expire before filing its own ITC complaints? This would explain why they have taken the arbitration route. Or they could both have filed now, but Q has already gone the arbitration route, and so must wait, as you suggest. But the different timelines may be inconsequential. If two cdma/wcdma cases --- one from NOK filed now, and one from Q filed in fall 2008 --- are before the ITC late next year, the ITC judgment will look for a global resolution taking all the claims into account. The ITC is a political body after all, it's an election year, and political interests will have a say. Think Dubai Ports World! One of the many problems is that this is being played out in slow motion, so that the stock price doesn't match profit growth. But as long as the fundamentals aren't hurt, the price will catch up eventually.