The New Qualcomm - a S&P500 company Message Board

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

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: Valueman who wrote (12851)	6/22/2000 1:23:00 AM
From: A.L. Reagan	Read Replies (1) of 13582

Vman, perhaps you misunderstood what I mean by the term "net royalty rate." Message 13922395 As far as I know, no x-licensing fees of any consequence are payable by QCOM relative to the sale of MC chips. Surely you do not maintain the same likely to be true wrt DS. No broken record if you look at it on a companywide versus licensing division basis. You get licensing fees in from IPR licensed to others on their sales; you pay licensing fees out on IPR of others on your own sales. These show up in different segment P&L's and different line items - so if you only look at the DS royalty issue in the context of the "royalty income" line (or QTL segment income), then yes, you are correct in terms of the Q's stated policy, which they will enforce. But if you look at it (in the future) as also being imbedded in the cost of sales line for DS chip sales, then, I submit, you will be seeing the whole picture. Maybe I need to adopt some different terminology to get this point across. Respectfully, ALR

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