Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Valueman who wrote (23623)	3/2/1999 11:14:00 AM
From: Bux	Respond to of 152472

"Unless of course, someone throws yet another spanner in the works. But this comes from a good source, trust me." Yes, but who is this "good source?" I assume this leak comes from the ERICY side considering the source of the information. Assuming the leak is Ericssons, one must wonder if it was a planned leak or just loose lips. What advantage can Ericy gain with this leak? For one, they could continue to demand the world and when the Q refuses to sell their IPR for a song, they can claim the Q is being stubborn. Related, this strategy can be used to weaken the Q's resolve to get fair value by falsely inflating their hopes and showing the Q management how nice life can feel when a successful conclusion is nearly certain only to be snatched away. While I don't think any of these tactics can be used successfully to Ericssons advantage, neither would I put it past them to try something so stupid. Look at where current/past strategy has landed them. I would not be surprised to see these talks fail now. I've noticed Ericys share price hasn't seemed to have benefited from these rumors as the Q has. Perhaps the recent strength of the Q has more to do with the realization that the Q is in a strong position and less with possible resolution of Ericy/Qualcomm dispute. After all, this dispute will be settled in court shortly if nothing else and the perception that the Q is in a strong position does much for the share price.