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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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To: foundation who wrote (26066)	8/26/2002 11:59:15 AM
From: Getch	Read Replies (1) of 196816

I have a question about BREW. What, if any, additional cost to Qualcomm is there for BREW? It seems that that this will provide to Q an ongoing revenue stream from the sale of a phone (chip, royalty), that up until now was a one-time event for Q until the phone was replaced (ie, Q receives no income from the minutes used by the phone). There was one financial model about a week ago (from the guy in Portland?) that included BREW revenue during the life of a phone almost equal to that of the chip sale. I was hoping that would generate a little more discussion, because this seems to be a very big, very profitable source of revenue that I don't really see any large additional costs to Q to generate past the already sunk R & D costs. The system is already designed, building it into the chip is a minimal cost cost after design stage, and Q does not manage or run the applications.

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