The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 176.75

-1.4%

11:46 AM EST

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To: Mika Kukkanen who wrote (6588)	2/17/2000 11:34:00 AM
From: Wyätt Gwyön	Read Replies (2) of 13582

Still not quite getting the IPR issue right. The main suppliers/vendors all cross license GSM IPR so there is virtually no add-on cost to the customer While incumbent GSM makers may benefit from canceling out of royalties, I think the point is, What is the cost for a new mfr without GSM IPR to offer? For a Chinese mfr, they might have to get licenses from many GSM IPR holders, negotiate royalties for each. In contrast, they can get one license with QCOM and pay one royalty. Are the GSM royalties (and the PITA factor of dealing with many players) higher than the royalty rates such a mfr would pay to QCOM for CDMA? If so, then CDMA royalties do not seem so expensive. Think of it from the Chinese perspective. Maybe their only goal isn't to be a market; maybe they want to "make". Who is going to make it easier for them to "make"? What is the track record for them w/r/t GSM? Lots of money for NOK/MOT/ERICY. Not so much for the Chinese.

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