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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.01-0.3%Nov 14 9:30 AM EST
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To: engineer who wrote (99492)5/19/2001 3:28:09 PM
From: pcstel  Read Replies (2) of 152472
 
"There had NEVER been any diminished revenue model from the CDMA data stuff. As I said, it was projections on these threads that made it sound as if they got royalties from every laptop."

Maybe it was those same incorrect projections on these threads that propelled QCOM stock price and Market Cap to exceed 125 Billion Dollars at one point?

I am not saying that it is QCOM's fault that investors projections were way too high. But, when I read a statement that said "We are currently talking to Laptop Manufactures about inclusion of QCOM technology into their products.. I NEVER would have concluded that they were talking about a $150 Modem Card.. In my mind.. It meant.. Royalties from a Laptop.. Not a Modem Card.. 5% of $2500 bucks.. Yeahhhh Babbbyyy!!!

I was WRONG.. But, maybe just Dumb Lucky that I started unwinding my position after the 4:1 split!!

Here is a question that I have been trying to find out for quite some time.. And if you can not answer it.. Then I understand!!

On the CDMA Modem Card.. Is it's royalty run rate the same per manufacture as a Cell Phone.. In other words. Since the Modem Card.. will, in affect, be used to by-pass some pretty decent royalties depending on which product it is being plugged into.. i.e. Laptop.
Or is the royality on the Modem Cards much higher to help offset the "marginalization of regular royalties" do to the ability to transfeer the Card from one device to another?

PCSTEL
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