SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Uncle Frank who wrote (17147)2/4/2000 3:59:00 AM
From: LindyBill  Read Replies (2) of 54805
 
RE:Qualcomm
Here is a post from "Mr Fun" that gives you the European side of the story. It was on the Nokia thead, I believe.

To: Valueman (3530 )
From: Mr.Fun ( Ignore )
Wednesday, Feb 2 2000 9:53PM ET
Reply # of 3558

Comments:

1. Call Ericsson IR and ask them if they expect to pay QCOM royalties for ever. The
answer I got was that for the time being it was expedient, but that they believe there are
several paths to implementing W-CDMA, some of which would require NO payment to
QCOM and that they will explore all avenues.

2. Ask Nokia if they will need to pay QCOM royalties for W-CDMA. They will
emphatically say no.

3. Ask QCOM how much Lucent and Motorola have to pay for their infrastructure
licenses for both CDMA-One and CDMA2000 - the answer is zero, they are royalty
free.

4. That said many companies will pay royalties because they haven't the technical
resources to bypass QCOM. Many will buy QCOM chipsets IF they continue to
develop good designs and sell them for a fair price.

5. QCOM is not the universal solvent, perpetual motion, or the fountain of youth. It is a
company that will have to compete very hard and very successfully to prove itself worth
what you would pay for it if you bought it today.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News