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

QCOM 174.80

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Dec 5 9:30 AM EST

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To: Caxton Rhodes who wrote (9131)	3/28/2001 7:38:43 AM
From: David E. Taylor	Read Replies (2) of 196850

Caxton: Qualcomm doesn't manufacture CDMA handsets or infrastructure but holds key patents in the technology that entitle it to royalties on every piece of CDMA-related equipment sold in the market. The vast majority of China's 80 million current users connect to networks based on a rival technology known as GSM, or global system for mobile communications. It's interesting that virtually every press release from the GSM camp and every press article about CDMA always seems to make a big deal about the fact that Qualcomm will collect royalties on "every piece of CDMA equipment sold", but there is hardly ever a mention that collective royalties on GSM equipment can run as high as 29%, according to this article from last year about the 3G3P: totaltele.com It's as though the owners of GSM IPR (presumably NOK, ERICY, et al) consider this information as something that is not to be discussed or mentioned in public, and the press just play along. Yet the much smaller royalty % QCOM collects is always out there as though it's some onerous additional penalty to be paid by an carrier adopting CDMA over GSM. I guess you guys who've been in QCOM much longer than I have are just used to these kinds of biased and misleading statements and reporting (aka "FUD"). I just find it increasingly irksome. David T.

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