Qualcomm Moderated Thread - please read rules before posting Message Board

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 Moderated Thread - please read rules before posting

QCOM 172.98

+1.1%

Jan 2 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Raymond who wrote (49764)	1/22/2006 1:36:58 PM
From: slacker711	of 197074

Ericsson is not in the CDMA infra business any more. Sorry, I meant both CDMA and WCDMA in that context. I guess that Ericsson has a rather strong hand when they negotiate agreements. Nokia and Motorola can claim the same type of bargaining power. Between them, they make up nearly 50% of the WCDMA handset market....and yet the royalties keep flowing in and the royalty percentage still looks to be above 4%. I'm not saying that everybody is paying 5% and above, but I dont think anybody is paying much below 4%. As I have said in other arguments that have gone on years to long....all of this speculation might have made sense years ago, but we actually have data now. If the percentage slides as WCDMA makes up a greater share of the royalties, I'll admit I was wrong....but until then, the facts are on Q's side. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next