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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 (76754)	4/30/2008 11:13:28 PM
From: planetsurf	Read Replies (2) \| Respond to of 196564

I dont find Q's arguments about an implied extension to be at all convincing. If they DON'T have an agreement, doesn't that make TI and who ever else sells NOK chips an 'infringer?' Are THEY willing to cross the rubicon and continue to sell NOK chips (once it becomes clear NOK doesn't have an agreement) in the face of their agreements which I assume state that any device manuf they sell to must be licensed too?

To: slacker711 who wrote (76754)	5/1/2008 9:16:11 AM
From: Stock Farmer	Read Replies (1) \| Respond to of 196564

I agree. The possible alternative futures could go in multiple directions. Some much worse for Nokia than merely opting for an extension. We really need to see the determination of this first dispute. That will bound future eventualities. IMO, the best outcome here for Q shareholders would be a royalty bearing license, even in the low %ages now. However, it would not be bad, ultimately, if a high percentage royalty agreement was ultimately negotiated... except that folks might have to be extremely patient to get there and hold through a dampening effect on share price appreciation. The risk is that during this period of holding, an unfavorable twist occurs (e.g. some extra-US judicial system finds against Qualcomm while the US judicial system finds against Nokia) and Qualcomm ends up fenced into a fraction of the globe that is shrinking in economic importance... Yuck.