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

To: ihavenoidea who wrote (76781)	5/1/2008 12:55:35 PM
From: DanD	Respond to of 196576

Nok is much more pragmatic than qcom. They would just continue using qcom IP without paying for it and wait for it to get settled 10 years from now. How many injunctions can they ignore? BRCM provided that strategy as well. Dan D.

To: ihavenoidea who wrote (76781)	5/1/2008 12:59:31 PM
From: slacker711	Read Replies (1) \| Respond to of 196576

qcom only got "amenable" with their $100M offer after they had been handed their head by BRCM. I don't look for qcom to negotiate with themselves. Furthermore, their stock is doing fine. I think the fact that Q got its head handed to it by Broadcom just illustrates the risks. A 2.5% rate would be a compromise....Nokia is aiming for lower than that and this is reflected in the fact that most analysts are estimating a 2% rate going forward. The loss of the 7 quarters worth of payments wouldnt really make much difference to the stock price either. JMO, but both stocks go up on that kind of deal. /t/w/ if your suggesting that my compromise is reflective of "go(ing)ballsitic" you are only kidding a kidder.<g> i Actually, I should rephrase that. I think many on this board would oppose such an offer. However, if they actually made the deal, I think Q's stock price would shoot higher....so I think you would find considerably less opposition after the deal was made :-). Slacker