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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (9291)	2/14/2011 11:21:25 AM
From: Maurice Winn	7 Recommendations Read Replies (1) \| Respond to of 12246

QCOM $96bn NOK $33bn market capitalisations = nearly 3 x as much. Good riddance to the GSM Cartel of slimeball hagfish. Nokia is taking a pounding. L M Ericsson is just a memory. Sanjay Jha is saving what's left of Motorola with Qualcomm technology. Philips Electronics, Siemens and other Euro Neelie Kroes gang members have long left the scene. Now for evil-doer Broadcom; bankrupt would be good. Mqurice

To: Maurice Winn who wrote (9291)	1/27/2015 3:24:09 PM
From: Maurice Winn	2 Recommendations Recommended By Jon Koplik Ken Carrillo Respond to of 12246

Broadcom pulls out of the business. Well done Mq, you got that right. Maybe the "no downside" legal decision by Louis Lupin was a good one after all. Come back Lou, all is forgiven. You should have explained that that was the strategy all along. Thanks for the patents Broadcom. Goodbye and good riddance. <As Nokia sales fall, taking their 2% royalty with them, others paying the so-called "standard rate" take over from them and Qualcomm's profits will zoom. Also, the relative value of the patents is shifting to Qualcomm - which might end up getting all of Nokia's patents available without any loss to lower royalties. Now we just need the same effect to happen to Broadcom which did a patent swap with Qualcomm. Qualcomm has access to all their patents and they have access to all Qualcomm's [or some such amount]. If Broadcom goes bust, then Qualcomm gets the patents for nothing = no Broadcom market share. Perhaps making that legally required payout to Broadcom will end up a good deal, helping induce them to come to a deal on patents.> Broadcom got out of the cellular baseband business in mid-2014 because it was losing $2 million per day staying in that market, which is dominated by Qualcomm (NASDAQ:QCOM), Intel, MediaTek and others, according to CEO Scott McGregor. In an interview with EE Times, McGregor said that the decision to exit the baseband market in July 2014 was a "very painful" one, but that the company "saw the deteriorating condition in the economics of that business in terms of pricing and margins." Mqurice