3 replies to this topic

[A-ha]

@ btw 40.90 - 40.85 sector play... since the sentiment does matter now, this is the only stock with negative sentiment in the market... + sector looks fine over the ST stop is quite tight .. around 0.7%

Edited by A-ha, 17 October 2007 - 11:46 AM.

[MacRo]

Saw this yesterday and thought it was really amusing (no judgement on your position):

Analyst Note 10-15-07 | Morningstar Analysts

"We were also pleased to hear that a federal judge in
California granted Broadcom a windfall of more than $8.5
million in legal cost compensation. The judge determined
that lawyers from two Silicon Valley law firms
representing Qualcomm in its patent dispute engaged in
"exceptional misconduct" in failing to present roughly
200,000 pages of evidence that would have weakened
Qualcomm's case. Upon reviewing the documents in
question, the judge found that Qualcomm engineers had
blatantly lied under oath when giving testimony and
blamed Qualcomm's external council for failing to properly
advise its client."

Thesis 08-02-07 | John Slack

[A-ha]

I know. that is the reason I think this can be a long play in this f%^&* up environment. Nasdaq composite topped out last week but I dont think they will hammer till opex over

[MacRo]

could be. their CDMA intellectual property is major, and every recent blackberry I've ever seen has their ******** in it, and we know RIMs been no slouch in the sales dept of late.