The New Qualcomm - a S&P500 company Message Board

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

QCOM 174.54

-1.2%

Nov 13 3:59 PM EST

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To: marginmike who wrote (6969)	2/27/2000 6:15:00 PM
From: DaveMG	Read Replies (1) of 13582

Couldnt the same have been said about MSFT 10 years ago? Perhaps but I think royalties are psychologically more difficult to pay than "fee per use". You sign up for that license and then you just keep on paying. It's easy to forget QCOM has done anything for you, although QCOM's ASIC role may be able to ameliorate the resentment somewhat because the value-add is more obvious. AND MSFT had to branch out, to dominate the entire desktop through the applicatios business to retain that "royalty". QCOM will have to do some version of the same, possibly via ASICs. I'm not saying it's totally impossible that QCOM will earn 20bil/yr in pure royalties in 2010, but my guess is that it's very unlikely. DMG

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