Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

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 182.44

+3.7%

3:51 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rajala who wrote (88488)	11/30/2000 9:20:45 AM
From: Keith Feral	Read Replies (1) of 152472

Raj: Previous to now, there were no royalty estimates or ASIC revenues for infrastructure and handsets that QCOM could derive from ATT's network. With Lucent and others installing a UMTS system for AWE, i. e. a GSM core network with a WCDMA air interface, analysts have to begin building positive financial assumptions as QCOM begins charging royalties on the RF equipment and delivers ASIC's for the base stations that the infrastructure vendors will require. This is the same FUD we have seen before. WCDMA is a direct benefit to QCOM which will benefit from royalties and ASIC revenues. QCOM gets the same royalties in a WCDMA system that they would get in a CDMA2000 system since CDMA has nothing to do with baseband networks in a CDMA2000 system. We can finally put a date on AWE's decision to defect to 3G CDMA, 11/30/2000. I think it will be ironic that QCOm is indicated down on the biggest day of transition for US TDMA community so far. Of course, Cingular still has to announce which CDMA platform they plan to go with. This is the first day time that we can say the US fully operate under a harmonized 3G platform (even though the systems will not be compatible.) I can't help but to think back to Gregg Powers comments that the diversity of the 3G CDMA proposal was very positive for Qualcomm since it would dilute the economies of scale amongst the different infastructure and handset makers. This acute observation makes more sense today than ever as you consider the large number of companies competing for the same group of customers.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next