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

To: slacker711 who wrote (72918)	1/2/2008 2:00:00 AM
From: ggamer	Read Replies (1) \| Respond to of 196668

Here is how I see it: 1) Yes, Brcm won and Qcom has to pay. However, I strongly feel that Nokia is more worried now than QCOM. Nokia now sees how much one stupid patent can cost. Does Nokia really think that they can bypass all of QCOM's patents? Nokia is the king and when you check mate the king the rest of the battles do not really matter. 2) When the price of fuel goes up, so does the price of airline tickets. Just like you can not fly first class from US to Japan with Southwest or JetBlue, most will likely pay a bit more to continue to buy their ASICs from QCOM. 3) And to those who are against splitting QCOM to two, I say split the company to 2,000 parts and let BRCM and Nokia deal with each company individually. Create joint ventures for a few nonessential patents with some hedge funds and Arab and Asian holding companies and let the Broadcomms and Nokias of this world deal directly with those small firms. 4) To BRCM - you still need to pay $6 for each of QCOM's 5,000+ patents. Cheers and Happy New Year

To: slacker711 who wrote (72918)	1/2/2008 8:11:46 AM
From: slacker711	Respond to of 196668

Hmmm, I wonder if this signals an Intel/Sprint tieup? theinquirer.net Intel cools on Clearwire Dear prudence By Wily Ferret: Wednesday, 02 January 2008, 11:37 AM INTEL APPEARS TO BE scaling down its interest in Clearwire, the Wimax company it invested in through its VC arm Intel Capital. Clearwire, which went public last year in one of the few tech IPOs of the calendar, is aiming to scale up the availability of its early-stage Wimax service. Up until December 27, Intel Capital's President, Arvind Sodhani, was a member of the board there. He has resigned, and the following reason was given for his departure: "It was prudent that he resign from the Clearwire board to avoid any conflicts of interest that might arise." As John Cook notes , that sort of language rather makes it sound like Intel has some new plans in the Wimax arena that don't involve its now-grown-up adopted child. Regardless of who he is replaced with, the loss of Sodhani is a clear indication of priorities being placed elsewhere. Wimax has been the wireless technology that Intel refuses to drop, despite increased competition - and strong adoption - from 3G telephony standards. The standard appears to be a non-starter in the UK, where 3G is already near-ubiquitous, but may have some application across the far-vaster expanses of the US. µ