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

To: golfinvestor who wrote (79237)	7/27/2008 9:47:54 AM
From: quartersawyer	Read Replies (2) \| Respond to of 197270

Let's also not forget that NOK cost QCOM a good chunk of change in legal fees. A good portion of the upfront fee is payback for the legals fees that should have never been spent in the first place if Q were dealing with an ethical company. I'm glad to see Q and NOK kiss and makeup, but all Q shareholders suffered two long years and the stock is a point or two higher than it was in mid-2006. I can forgive, but will never forget the crap NOK put QCOM through. Let's also bear in mind that all of what shareholders should have seen since April '07 is being amortized over 15 years. That's how long this agreement allows the debtor to pay you back. If you live and hold that long, it's a dime on today's dollar, maybe 3 cents if you had received your due as a special dividend and invested it sensibly. The sacrosanctity of the secrecy of the real numbers is nuts.

To: golfinvestor who wrote (79237)	7/27/2008 11:58:58 AM
From: Dash of Reality	Respond to of 197270

I can forgive, but will never forget the crap NOK put QCOM through. I also will have difficulty ever forgiving NOK for this; however, what irks me more is that NOK walks away with a better deal than what QCOM offers to its more faithful allies. NOK may have a distinct cost advantage over everyone else unless QCOM levels the playing field. They said they would offer the same deal to anyone who wants it. The way to get NOK back is to take market share from them. To assist your allies to produce cheaper, better and more innovative phones. The transformation from 2nd generation to 3rd generation phone systems will help to level the playing field. The cell phone is becoming more and more commoditized. I'm impressed that NOK has been able to maintain their margins and their market share. It will be interesting to see if they can continue to do that as more formidable foes (Samsung, LG, Apple, Intel)attack the high end phones/MIDs and the Chinese/Indians attack the low end phones. The best may still be yet to come.... DoR