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


To: limtex who wrote (1103)8/24/2007 3:03:53 PM
From: pyslent  Read Replies (1) | Respond to of 9132
 
2. Q's core/cdma (and GSM/DEGE) IPR is solid properly registered and not compromised by disclosure issues and and can be enforced. And that what has happened in the three BRCM cases are aberations and that there is some rational explanation for all of them save for any conflicting testimony given to Rudis court.

A third possibility is
Q's core/cdma (but NOT GSM/EDGE) IPR is solid properly registered and not compromised by disclosure issues and and can be enforced.

I agree with Slacker that there's a good chance that Qualcomm does not win any of the GSM suits, for a number of reasons. Wouldn't be the end of the world-- in fact, I kind of think of them as "no downside" cases. Worse case scenario, Qualcomm and Nokia would be back where they were in 2001, still needing each other to make CDMA products. On the other hand, losing the anti-trust cases would be damaging to Q's business model!