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

To: queuecom who wrote (75466)	3/13/2008 4:46:15 PM
From: Peter Sherman	Respond to of 197231

Did you know that "facetious" is the shortest word in the English language with all five vowels in alphabetical order?

To: queuecom who wrote (75466)	3/13/2008 6:25:59 PM
From: thinkclear	Respond to of 197231

Queuecom, I think that you are being overly pessimistic. Let's suppose that <<...the Judge rules that they didn't extend then they say they're sorry and pay a penalty and then negotiate a new FRANDly contract at some small royalty.>> Then, why would that decision <<... make Qualcomm's 140 or so licencees who are committed thru 2017 mighty bitter.>> ? IF the contract with NOK is renegotiated to a lower rate because NOK has significant IPR (see your quote below) that condition is specific to NOK. Do believe that QCOM's other licensees have as much IPR as NOK or the leverage to renegotiate? I don't see why you think that Q's other customers would become bitter. I don't believe that they hold the same cards as what NOK claims to hold. <<They have built up an enormous number of patents since 2001 which probably match Qualcomm's patent portfolio. Thus, the Q's stranglehold on CDMA is far less on WCDMA and TD-SCDMA.>> -tc

To: queuecom who wrote (75466)	3/13/2008 7:04:45 PM
From: sag	Respond to of 197231

To: queuecom who wrote (75466)	3/13/2008 7:05:48 PM
From: sag	Respond to of 197231

The latter decision would make Qualcomm's 140 or so licencees who are committed thru 2017 mighty bitter. I don't know what would happen then to Qualcomm. There are only two licensee's(excluding nokia)whom licenses expire before 2017. Most licensee's have an unlimited forward capture period for essential Qualcomm patents.