Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: PAL who wrote (41634)	9/17/1999 11:52:00 AM
From: J.B.C.	Read Replies (1) of 152472

No, not necessarily is the licensing based on patents. In this case Q was able to offer technology because of their patents however the licensing would say something like sign here and we'll get you into the most advanced digital technology there is, in return just pay us royalties forever for developing it. I see the chips (ASIC) as the long term stream along with the royalties. Q will advance this chip so far and so fast in the next 10 years (Moore's law), that they'll own the market. The licensing already covers other major chip makers for this technology, the risk is from an unlicensed chip maker getting into the business, by then cost and futher patents will make it prohibitive, as well as consumer demand. "Intel Inside" means something to you when buying a PC, their chip is not the same as 20 years ago, who want's to take them on now? "Digital by Qualcomm" will have the same impact. The royalty stream has a long way to go. Jim

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