SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.24-2.4%Jan 13 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Art Bechhoefer who wrote (78594)8/15/2000 2:33:22 PM
From: Keith Feral  Read Replies (2) of 152472
 
No offense, but I'm glad that IJ is at the bargaining table and not you!! <gg>

Why in the world would QCOM drop the royalties for CDMA when every major telecom player in Asia and the North Aemrica have already signed the dotted line? QCOM's threatening to increase royalty payments for companies that wait too much longer. Europe's stalling tactics are a function of their preoccupation with GSM. Companies like Nokia, Siemens, Alcatel and others will soon have to grab their 3G licenses from Qualcomm. I don't care if it takes until next year as I will still be long the stock.

The bottom line is this - our lack of patience with the stock price has nothing to do with the overwhelming vision and progress that QCOM has achieved this year. Who would have thought that QCOM would be on the verge of major breakthroughs in telematics, UMTS services, and PDA's? This has all been tapped at the same royalty rate. The last market that I would like to see QCOM penetrate is laptop computers. However, that may take some extra time until 1Xrtt is actually deployed.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext