On royalty revenue stream calculations
Your analysis would have better credibility if it didn't have so many assumptions, or a best/reasonable/worst case analysis was presented
>> 1'm assuming ASP.
So you don't know. If VLSI or CNXT were IDCC license holders, what would their payments be based on, the price of the chipset to the OEM, or the BOM of the 'phone the OEM builds, or the ASP of the resultant 'phone. The chip vendors wold bridle a paying a rate on the ASP, a price they have no control over.
>>There is no TDMA ASIC
Companies like VLSI/Philips, CNXT and ADI/TTP would be most surprised to hear that, as would their OEM customers.
>>And thanks for totally distorting my past post indicating that according to ADI, their handset design will
allow the lowest possible BOM to drop to $40. Where did I say that BOM for GSM handsets is around
$40?
Come on Gus - that was precisely the point you were trying to make.
>>Since when did a casual sensitivity analysis pass for concession? ... Your credibility is already shot.
When you use the phrase "even if". Your analysis would be better, and people like Bux and Carrenza would be apt to take more notice of you if you indulged in more 'sensitivity analysis'.
Granted, my credibility is singed, but not shot. You wouldn't be responding in this fashion if it was. (I guess I'm on strike 2 - but you won't see strike 3.)
>>How is that questionable? Nokia sold 79m handsets in 1999.
Competition in the GSM handset business is hotting up considerably, with new, high tier offerings from the likes of Samsung (check out the the A100)and low tier offerings from companies like GVC in Taiwan about to hit the market.
It's not clear that Brazil will go with GSM, the recent announcement reffered to spectrum allocation only. If it did go GSM, it would seem that ERICY has the best shot of securing the lions share of the market. NOKs deal with Tensol is intrigueing, since the Korean CDMA spectrum is also 1800MHz, but then QCOM would benefit, not IDCC.
>>Now show me where Nokia is considering outsourcing handset manufacturing?
The very recent and public Tensol deal, and also much less public deals with various outfits in Taiwan.
>>Don't you even read the 10Ks?
Yes, and like the analysts who no longer cover IDCC, (and show no signs of returning) I find them masterpieces of obfuscation.
BTW - you said in your earlier post that the QCOM-IDCC settlement only applied to a restricted frequency. Do you have specific evidence of that, since the received opinion on all the other threads is that isn't the case.
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