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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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To: matherandlowell who wrote (53302)7/7/2006 9:22:47 AM
From: barty   of 197074
 
matherandlowell. you also have royalty stacking in CDMA (remember Qcom have admitted that they're not granted pass through rights in every case) its just not to the same extent as GSM. Like it or not, those with large IPR positions in GSM pay next to nothing in royalties (because they cross license with other IPR holders) while in CDMA everyone pays Qcom (and a few other IPR holders).

i'm not saying its right or wrong, but in both WCDMA and GSM those handset OEMs with the IPR political clout have significant cost advantage over others (even when you include the Qcom rate in WCDMA). Thats not going to change.
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