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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 (75728)	3/21/2008 11:20:45 PM
From: temco2	Respond to of 197237

Does anyone remember in the movie The Godfather, Mike told the men that he was making his father "Consigliere"? I gotta believe that Irwin is right in there with the boys advising, somehow-someway.

To: slacker711 who wrote (75728)	3/22/2008 7:31:55 AM
From: quartersawyer	Respond to of 197237

Stockfarmers meticulous weaving of Nokia's game to stalemate ... This is such a quagmire that resolution could drag on for years without resolution. And there is so much money at stake that a fraction of what Qualcomm is suggesting Nokia owes them will keep an entire stable of Nokia laywers busy for an indeterminate period of time, whilst simultaneously sending yet another stable of lawyers a chunk of cash that could otherwise fuel profits and dividends and stock price appreciation and other things that bring folks like me to the market. Meanwhile, Qualcomm suffers uncertainty in its business model and Qualcomm's stock languishes. Qualcomm may be absolutely right that its terms being offered to Nokia are indeed FRAND, but still lose more economic value for shareholders in the process of winning that victory than losing quickly and inexpensively in the first place. Pyrrhic victories make bad investments Stockfarmers argument is just one side of the unresolvable splitting and lumping problem, applied here to law. en.wikipedia.org The bird's nest of an argument that ETSI requires licensing on FRAND terms therefore Nokia is licensed but can demand to escape from the the typical Q license and go for one at a time, each of which is grist for litigation fabricates an endlessly ensnaring game that might play well to some of the stacked SSO's and Commissions in pushing patent pools, but can't be tolerated by the more practical-minded industry and by courts looking toward reasonable resolution. Besides.... there are existing, long-term FRAND contracts, and the table carrying Stock's/Nok's stalemated chessboard takes a hard knock after 2008 when clearly licensed, profitable chipset suppliers like TI jeopardize themselves by selling to Nokia, even if they are among the group accused of collusion. The web falls apart of its own weight in the morning.