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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 138.47-1.8%3:59 PM EST
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To: gdichaz who wrote (522)7/9/2000 8:11:23 PM
From: mauser96   of 197675
 
All the parties have much to gain and it is in their self interest to devise some sort of compromise between WCDMA and CDMA. This will probably take place in some face saving manner. QCOM will get full royalties on WCDMA but will arrange a kick back by paying some smaller royalties to the WCDMA folks. Thus everybody will be able to say they won. Actually I would rather that QCOM get 3% royalties on a $3 billion market than 5% royalties on a $1 billion market. The bigger the market, the faster QCOM can consolidate it's gorilla status and the more ASIC it can sell. Technology marches on, and eventually something will show up that makes any kind of CDMA obsolescent, so QCOM needs to do what it takes to get the 3G show on the road.
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