The New Qualcomm - write what you like thread. Message Board

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Pastimes : The New Qualcomm - write what you like thread.

QCOM 175.25

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Dec 19 9:30 AM EST

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To: Jim Lurgio who wrote (1254)	12/16/1999 5:20:00 PM
From: Maurice Winn	Read Replies (1) of 12245

*Licences and royalties* Jim, <Will all the IS-95 licensees have to re-license or update to use CDMA2000 > I believe so. I think Philips already has a licence. Maybe Nokia too. Motorola had special licensing deals and I'm not sure about them. L M Ericsson will have got a licence with the infrastructure deal. Everyone else will need to upgrade. The rate was originally going to be 'lower single figures' according to Harvey White some year or two ago. GSM charges heaps [about 15%] and CDMA is only 5.5% or thereabouts. I can't see the reason for lowering the rate. CDMA in mobile is such valuable and difficult technology, I thought Q! would have raised it to 10% or introduced a fixed fee per unit since electronics will get vastly cheaper over the next decade and 5% of $20 isn't going to make us rich and won't impede CDMA WWeb significantly. Then again, with Alan Green$pan diluting the $, a fixed fee of say $10 might not buy even a smoked hagfish for dinner. License and royalty information has always been fairly closely held, but I think that's a fairly accurate summary. The Koreans told us their cdmaOne royalty rates [contrary to agreements and by deduction rather than the outright %]. We've had a few other indications and press releases for example on the Philips deal. Mq

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