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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: Jim Lurgio who wrote (42576)9/27/1999 9:33:00 AM
From: Clarksterh  Read Replies (2) of 152472
 
Jim - Last post on this subject from me. Speaking not from a technical viewpoint, what disturbs me about IDC is that all of their licenses seem to come at very low rates compared to Qualcomm. From their last 10Q:

Licensing and strategic partner revenue for the three month period ended June 30, 1999 includes $7.9 million in new licenses, $3.8 million related to development efforts for Nokia and Samsung Electronics Company, Ltd. ("Samsung"), and $208,000 in recurring royalties

$208K is not a lot given that PDC and PHS are still pretty big in Japan, and there are so many licensees.

Clark
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