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

To: Eric L who wrote (67855)	8/17/2007 3:42:00 PM
From: Maurice Winn	Respond to of 197444

Eriq, it's patently obvious that Nokia is not paying enough royalty to QUALCOMM <How do you reconcile Nokia'a global market share climbing to all-time record levels, their handset operating margins reaching their highest levels in over 3 years at 2x their closest competitor, their overall handset profitability reaching record levels, and Nokia continuing to be the global leader in UMTS (WCDMA) handset sales with their WCDMA handset share close to their overall record global share? > QUALCOMM's unreasonably low royalties are giving Nokia an unfair advantage over swarms of struggling but innovative cyberphone makers around the world. Nokia is using their ill-gotten gains to leverage even greater advantages out of the USA political and legal system and is seeking political and legal advantages in Europe too. QUALCOMM must stand on the side of the public and the swarms of smaller companies who want to get a fair deal and a level playing field to compete against Nokia. QUALCOMM must increase the royalties Nokia is paying. Mqurice

To: Eric L who wrote (67855)	8/17/2007 7:20:07 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 197444

Nokia'a global market share climbing to all-time record levels, their handset operating margins reaching their highest levels in over 3 years Eric, as you know better than most, Nokia thrives on its old GSM technology and follows a policy of encouraging use of this old technology with minor updates, such as GPRS and EDGE. The conflict between Nokia and Qualcomm is related to Nokia's need to sell WCDMA handsets (finally, after creating as much delay as possible in implementing WCDMA). Nokia cannot maintain its high GSM margins and record profits if it has to skim off royalties to pay QCOM for WCDMA. This is the motive behind all of Nokia's finagling, lawsuits, ITC complaint, conspiracy with BRCM to attack QCOM IPR, arrangements with BRCM to buy its chipsets, etc. QCOM need only defend itself intelligently (a questionable proposition, given their recent performances) and Nokia and its allies will collapse like a house of cards. Nokia's motive and its claims against QCOM are patently obvious, as are its so-called patents themselves. Art