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

QCOM 172.98

+1.1%

Jan 2 9:30 AM EST

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From: JohnG	3/3/2006 10:49:02 AM
	Read Replies (2) of 197074

My opinion (same as most on this board)is that the complaint about the 5% royalty is simply a smoke screen. The real problem that the Euronuts have is that QCOM has such fast development time, excellent R&D (read that more patents), integrated chips w successful low power consumption, and killer pin compatibility for easy phone redesigh. The Euronut vertical integrated mfg model was blown away on CDMA 2000 and they see the the same fate looming on WCDMA in spite of their early lead in phone sales. Now it appears that 4G OFDM could be the same. In short, their vertically integrated mfg model is not competative with QCOM's. So what to do? 1) Attempt to get some help from European Commission political interfearance. 2) Attempt to force royalties down in order to strangle QCOM's money supply 3) attempt to undermine QCOM's alliances by scrambling QCOM's current license and royalty agreements. Do all this under the guise of lowering phone costs to consumers and being fair. This is WAR on a global political and economic front. The stakes are huge. The technology is moving at lightning pace. John G

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