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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 (75723)	3/21/2008 6:47:49 PM
From: kyungha	Respond to of 197226

Hello, Here is my little thinking: It may be that there was no sufficient evidece in hand 3 years ago although it was clear they ganged up to hurt Q. If you think a minute about BRCM's request of pass thru cross license and its refusal of reasonable royalty offered by Q for ipr used in 3G, it is an unprecedented extortionary behavior by BRCM. Q was caught unprepared, never thought any reasonable business entity would turn down the offer as it was offered by Q. I think Q was shocked by this and took time to find out what to do. Now, we hear the first shot of offensive move. It is natural to dissect the opponent as to what kind of animals and components to deal with and show it to the court before starting your defence. There must be more than just a probability of illegal collusion here.

To: slacker711 who wrote (75723)	3/21/2008 6:59:39 PM
From: qinvestor	Read Replies (1) \| Respond to of 197226

These are my opinions below: Over the years, Paul has always had everything handed to him as he was being positioned / groomed for years to be at the top of the Q. Some of these business ventures have included Subscriber, Wireless Knowledge, BREW, Wingcast, and now QCOM. These once promising ventures all turned out to be less than successful under Paul. I honestly cannot think any successful ventures that took place under Paul. As the business conditions would erode, upper Q management would quickly whisp him off to new ventures so that his reputation could be maintained. There are so many Paul failures that can be mentioned. Everytime he fails, he looks for someone or something to blame. Looks to me like the same is happening once again. Every leader / CEO has challenges, but the successful ones manage to take the cards they are dealt and win. Unfortunately, this is not the case with Paul. I think that shareholders need to wake up and move on or protest the lack of return from what was and is an incredibly well positioned company. Bottom line, we have not seen a single dollar improvement in share price since Paul took over QCOM during a raging bull market and during an incredible earnings run. There are many reasons and excuses, but at some point we have to question the management.