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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 180.21-1.2%Jan 7 3:59 PM EST

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To: IHUBDOWN who wrote (49719)1/20/2006 8:15:45 PM
From: BDAZZ   of 197113
 
>>What will they migrate to?<<

To WCDMA, the technology that the Euro patents courts found essentially belonged to QCOM. That's why every major wireless player in the world has now signed and paid for a QCOM WCDMA 3GSM license.
QCOM makes the handset chips that go into WCDMA handsets. There will be billions of handsets so we are not really concerned with base station chips. But regardless of who makes the chip that in chosen for a particular handset, (QCOM or other) the handset maker for these billions of migrating WCDMA handsets will have to pay QCOM a royalty. Nokia and other Euros had to pay for a QCOM license to make WCDMA products and they are already paying royalties to QCOM for these products. Of course those basestation chip makers you are concerned about also pay QCOM a royalty.
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