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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Judith Williams who wrote (23529)	4/25/2000 9:09:00 PM
From: Eric L	Read Replies (1) of 54805

Judith, << FM probably wasted on AF tho >> I suspect. I think Tek will like the intro to AF's article: Yahoo! Message Board Posting: "Though I walk in the valley of the death, I use QCOM chips to call God and get the devil off my back." Also, I hope Tek caught Maurice Winn's recent post over on the Nokia thread: Nokia and the others wanted QUALCOMM to pool their IPR with others and share payments out equally [or some such arrangement] for the VW40 efforts. Q! told them to take a running jump; Q! would charge the standard rate, which people guess at as being something like 4 or 5.6%, which is an absurdly low rate compared with the huge GSM royalties of around 15% - GSM is just a boring TDMA radio interface whereas CDMA is so sophisticated it broke the known laws of physics at the time so deserves a MUCH higher royalty. Q! being so magnanimous and wanting to spread the word, charged a minuscule royalty. Made my day (along with the abundant green ink), so thought I'd share. - Eric -

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