Qualcomm: The Party's Over [Seeking Alpha]
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Qualcomm: The Party's Over Judge Lucy Koh. Source: Law.com On May 21, Judge Lucy H. Koh issued her 233-page decision QCOM article In summary, I see Judge Koh shaping her decision along much the same lines as previous regulatory agencies. Nobody likes a bully, and nobody likes Qualcomm threatening to withhold chips, so that obviously goes. If she finds that Apple's contract manufacturers were likewise threatened, she could indeed require that the licensing agreements be renegotiated, but this likely has already been superseded by the new agreement between Apple and Qualcomm. Except that Koh went further than I expected in demanding that Qualcomm renegotiate all AAPL The troubled Apple relationship Apple first approached Qualcomm in 2005 as it was preparing to launch the first iPhone in 2007. This in itself should give some idea of how far in advance new products are planned at Apple. As described in the Koh decision: Tony Blevins (Apple Vice President of Procurement) testified . . . th
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