Qualcomm Incorporated (QCOM) Message Board

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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: Uncle Frank who wrote (99570)	5/20/2001 12:55:41 PM
From: pcstel	Read Replies (2) of 152472

UF: "Spinco is spun off this year, the criteria would be the sum of Spinco and Qcom's price hitting 100." What kind of P/E would the market assign a pure Semi-Conductor play like SpinCo? At current Sales and R&D expenditure's.. Would SpinCo even make a P? Don't forget.. Most of ClassicQ's (The IPR company) revenues go into Engineering R&D expenditure's at SpinCo! Would those investment R&D dollars from ClassicQ continue to flow into SpinCo? Which specific IPR is Qualcomm going to provide to SpinCo in order to use it as "IPR Trading Cards?" They talk about "Snaptracs GPSOne stuff".. But, that is not WCDMA or CDMA2000 specific! Is Qualcomm going to remove current licensed IPR from it's licensee's.. and then tell them.. Oh! Sorry.. You don't have a license for that implementation (IPR) anymore.. We gave it to this company called Spinco.. So now you have to go to them and negociate a license to use the IPR that you already paid a license fee to us (ClassicQ) to use? Sorry!!! If so.. How long before the Licensee's tire of this game!! Look, we know you already paid to use this technology.. But, watch this.. ( Nothing up my sleeves!!! Presto!!!! It's gone!! Oh!!! Look!! It over there now!! At SpinCo!!) Go talk to them about a license... But, you better bring you valid IPR for WCMDA, because no one get's what they already paid for once, For Free!! PCSTEL

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