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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.770.0%9:30 AM EST

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To: q_long who wrote (1423)7/26/2000 7:34:17 PM
From: cfoe  Read Replies (1) of 197027
 
One disagreement with your post.

spinco will be a QCOM licensee and pay QCOM the standard rate like any other ASIC manufacturer much like ERICY with infrastructure, and Kyocera with handsets.

This is not the case. Spinco gets royalty-free use of the Qualcomm IPR. However, in return, QCOM gets to pick "certain" of Spinco's newly developed IPR (I guess IP they develop as they develop new chipsets) each year. So QCOM gets new IPR from Spinco in perpetuity in exchange for Spinco not having to pay royalties to QCOM.

Otherwise, I think your post answer Diamond H. (#1422) very well.
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