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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 165.03

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Nov 24 3:59 PM EST

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To: Clarksterh who wrote (511)	8/4/1999 12:53:00 AM
From: quidditch	Read Replies (2) of 13582

perhaps the royalty rate for ASICS sold in the merchant market using some proprietary MOT or LU IPR has not been determined yet... I think that this is the least plausible explanation, insofar as, such a license without agreement as to a material term--the key term--would likely be unenforceable. Going back to my earlier post, and this is a shorter way of saying it, the terms under the MOT (and LU, if not merged by operation of law into the MOT license) license can be analogized to ERICY paying a royalty to Q under W-CDMA because it is CDMA--but it would not necessarily be a Q ASIC. Here, MOT, in the merchant market, is selling CDMA chips of its design (analogous to E), but has to pay a CDMA royalty--not an ASIC royalty. I also would not necessarily disparage the language in the 10-K--it probably means just what it says--but may not say all we would like it to say. As Jon keenly observes, MOT and LU sales of ASICs "...to licensees is interesting. If those sales of MOT's own ASICs may be made only to licensees (whose? Q's or MOT's?), maybe Q gets a royalty on the back door. Regards. Steven

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