Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

3:59 PM EST

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To: slacker711 who wrote (43806)	10/9/1999 9:02:00 PM
From: qdog	Read Replies (2) of 152472

The problem with this is that I think that Q makes more money off of selling an ASIC and then also collecting a royalty than when somebody else sells the ASIC. If DSP sell's a CDMA ASIC the Q will get a royalty....but I can confidently say that it is not in the 30% range that the Q makes off of their own ASIC sales. IPR's are nice and all, seeing how Lucent and IBM generate some nice revenue from their vast patent portfolio's, but a company needs to manufacture and with good margins, plus agreesively continue their R&D to bring further income into the future pipeline to justify a higher stock price. Now in W-CDMA, just how much of QCOM IPR are really applicable? The CDMA of W-CDMA is in the 2 Mbps fixed portion of 3G. Soft hand-off patent isn't useful in that regard and if it's "fixed" QCOM IPR's are mainly for mobile telephony. Which brings back to a fundemental question, if W-CDMA is going to be the dominant deployed base, will QCOM make ASIC's for this space?

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