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Technology Stocks : The New QUALCOMM - Coming Into Buy Range -- Ignore unavailable to you. Want to Upgrade?

To: manalagi who wrote (1042)	8/21/2007 11:14:34 AM
From: carranza2	Read Replies (3) \| Respond to of 9129

I suspect many folks think that the coming bad news on the BRCM front from Judge Brewster has been baked into the price already. I don't see how because it is impossible to guess at what he may do. My re-entry, if I do re-enter, will take place after Brewster rules. I realize my thinking is contrarian. After a lot of reflection, I do believe that there are several good things on the horizon. First and foremost, Spinco. Enough said about that. Second, the BRCM debacle in my estimation is on the whole a good thing. I believe that Q should be thanking its lucky starts that a serious weakness in its management has been exposed. It can now deal with correcting this weakness in preparation for the Main Event with Nokia. Third, if Q wins the arbitration dealing with the claim that NOK has implicitly extended the license, then the Main Event may be a fizzle. Nokia will no doubt challenge the results of the arbitration, but getting an arbitrator's award reversed on appeal is very, very difficult. As I said before, there is a pinhole of light at the end of the tunnel.