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laranger

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laranger

Re: kikoboer post# 132835

Tuesday, 11/15/2005 11:12:03 AM

Tuesday, November 15, 2005 11:12:03 AM

Post# of 432922
Kiko.

Lots of names have been floated, including CSCO, IBM, and even Nokia.

Sorry to be repetitive, but I'm hung up on the QCOM theory, because I believe the benefits to QCOM outweigh all others:

1. "Double payment" would be eliminated by those who license both QCOM and IDCC patents.

2. QCOM needs to shore up its 3G patents.

3. QCOM continues to be accused of excessively high royalty rates, and has now been accused of anti-competitive practices.

4. QCOM is entering a tough phase in renewing many licenses in 2006, and needs to add something to its current offerings.

5. There are many more companies claiming essential/non-essential patents for 3G, than for 2G, which seems to call for consolidation.

Unless QCOM does something to relieve the pressure, there is little doubt that it will continue, if not escalate.

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