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

To: Art Bechhoefer who wrote (67902)	8/18/2007 2:49:57 PM
From: bdog	Read Replies (1) \| Respond to of 197300

Art, I think you should read Dano's article again with a view to what PJ's comments mean taken as a whole. Note the unacceptably long time for settlement and unacceptability of any capitulation considered against a NEW strategy that is both aggressive and nonreactive, that removes the focus from Nokia and Broadcom per se, that primarily involves in-house counsel and involves the direct oversight of top management. What you are describing - taking each case at a time (while hoping for a global solution) - is not a new strategy but business as usual. That just means more and more litigation around the world using outside counsel which Paul says they are NOT going to do. Paul is telegraphing Spinco 2. If Nokia doesn't want that to happen they better get on it. Either way I'm thrilled (although I don't understand the full implications of Spinco) because the status quo must end. We cannot withstand 2 or 3 more years of this. Cheers, bdog

To: Art Bechhoefer who wrote (67902)	8/18/2007 4:47:59 PM
From: phatbstrd	Read Replies (1) \| Respond to of 197300

The only negative part of this strategy is that it diverts company energy from new designs, patents, and innovations, which is where the company must concentrate if it wishes to retain its current business plan. Nope. This is why there is a hoard of cash and the potential use of options to retain "...the highest quality in-house engineering and scientific staff in the wireless industry". Like I have said, Q is in "protective mode" and must not distribute assets foolishly. Once there has been some victories and proper footing established for all to see, then the discussion of dividends can resume. I totally agree with your sentiment Once you get a few victories, you've established some precedent and you've given the othe side some reservations about their future success.