Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.03

+1.0%

Nov 24 3:59 PM EST

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To: Ruffian who wrote (51703)	11/25/1999 10:06:00 AM
From: Jon Koplik	Read Replies (1) of 152472

A few thoughts on the Business Week article on Qualcomm. (By the way, thanks for posting it !) <<Analysts estimate that by 2005, more than half of the 1 billion cellular phones will use Qualcomm's technology. That could yield hundreds of millions of dollars in royalties annually.>> What the writer should have said was : yield additional hundreds of millions of dollars in royalties annually. (Since Qualcomm's royalty revenues are already well into the hundreds of millions per year right now). <<European rivals such as Ericsson and Nokia are designing mobile phones and wireless networks that bypass many of Qualcomm's patents.>> I assume this is referring to W-CDMA, which some uninformed people still believe sidesteps Qualcomm. Not true. <<Qualcomm may be in a vulnerable spot if it has to rely on other companies to go out and sell its goods.>> I take it the other way -- imagine how difficult a spot someone like Motorola would be if Qualcomm said : "Okay, you can no longer use ANY Qualcomm technology." I think Qualcomm has the upper hand. Telecommunications companies WILL be selling CDMA goods. Jon.

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