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


To: Jim Mullens who wrote (67858)8/17/2007 3:46:56 PM
From: Maurice Winn  Respond to of 197238
 
Good point. Hopefully, QCOM is increasing Nokia's royalty. If Nokia "won't pay more" then they can go to Hell and go back to making gumboots. There are swarms of handset makers who would just love it if Nokia would have to pay the same royalty as they do and better still if Nokia gave up.

Call their bluff. They say they won't pay more. Let's find out if they won't. There are hordes of licensees who are already paying more. China's exports for example are at 7%. I would love to replace the world's Nokia sales with Made in China sales with 7% royalty.

China would do it so cheaply that there might even be a decrease in total royalties, but that would be good as it would cause a huge increase in sales of mobile cyberspace, thereby increasing royalties eventually.

Mqurice



To: Jim Mullens who wrote (67858)8/17/2007 4:13:23 PM
From: thinkclear  Read Replies (3) | Respond to of 197238
 
Jim,

I don't understand how Q could expect to renegotiate with NOK to pay more when NOK has the option to renew under the old terms. Any guesses how this could be accomplished?

-thinkclear

So I take it that you feel there is a possibility that there could be some substance to NOK’s Simonsons’ statement ... "We won't pay more,"... inferring that the Q’s negotiating position for the renewal reflects a royalty rate increase to bring NOK up to the FRANDly rate (world standard) that most handset mfgs enjoy??

And, perhaps, the Q’s management would be derelict to their long term handset partners (and investors) if they didn’t attempt to level the playing field ??