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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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To: engineer who wrote (2470)	8/29/2000 12:44:32 PM
From: Ramsey Su	Read Replies (3) of 196582

Gone for two weeks and it seems to take forever to catch up on all this reading. What did jumped out at me was the cost of these spectrums. Germany is getting $46.85 billion. That is $557 per pop. VOD paid the UK $34.4 billion last qtr. That is $586 per pop. Does anyone know how long these licenses are for and what is an appropriate amortization period for this cost? Assumptions are really quite meaningless at this time but if we just make a wild guess, say, we have 10% penetration of 3G DATA in five years, then each sub is TAXED AT $5,570 for Germany and $5,860 for UK for five years, or over $1000 per year for this very crucial period. I think the governments are becoming the major road block on the wireless information highway. Ramsey

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