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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 176.67+1.6%Nov 12 3:59 PM EST

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To: LBstocks who wrote (5150)1/13/2000 11:48:00 AM
From: w molloy  Read Replies (1) of 13582
 
>> "The current rates are low enough to not cause hardship for the consumer," said Irwin Jacobs,

Well, he would say that, wouldn't he.

I know that royalty rates have been done to death on the threads but
right now I'm going through hoops with a customer of mine who wants to reduce his BOM by 80c on a $100 'phone.

My point is that the pressure on OEM's to reduce BOM is huge. They can save millions of dollars by shaving a few cents here and a few cents there. The royalty rate is the most visible (and easiest) target for cost reduction that the OEM's have.

This problem will not go away.

w.
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