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

To: DanD who wrote (146752)	6/1/2018 10:45:47 AM
From: Wildbiftek	Read Replies (1) \| Respond to of 196740

The characterization of fungible monetary payments is a tricky business. True Apple never paid Qualcomm directly, but they certainly paid their manufacturer monies which were used to cover a royalty to Qualcomm. If it were so cleanly separate and had no relationship to Qualcomm, they would be fighting their manufacturers who would in turn make demands on Qualcomm.

To: DanD who wrote (146752)	6/1/2018 11:39:22 AM
From: Jim Mullens	2 Recommendations Recommended By DanD JeffreyHF Respond to of 196740

Dan, re: “rebates”.................. “ The contract never covered royalties. It was a rebate on the modem purchases. bloomberg.com >>>>>>>>>>>>>>>>>>>>> A rebate on modem purchases was Bloomberg’s take. Again, that is not QCOM’s position. The BCPA was a separate and distinct agreement with AAPL with payments made to AAPL to assure “patent peace” - restricting AAPL’s ability to sue or induce lawsuits / enforcement actions, rights to certain AAPL patents, and general cooperation from AAPL. AAPL violated that agreement by inducing the FTC, KFTC / Samsung, and others to initiate legal actions against QCOM. It is a separate and distinct agreement similar to various cross-license agreements that also off-set / reduce FRAND based royalty costs. Again, this will be one of the core issues the QCOM attorneys must confront. Reading / hearing their arguments will be “interesting”, and hopefully worthy of their substantial fees. Re: still holding AAPL- I sold my chunk and my net worth has since suffered.... as Buffet went on an AAPL buying spree at about the same time.