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

QCOM 173.99

-0.5%

2:13 PM EST

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To: Maurice Winn who wrote (12162)	6/27/2001 8:03:37 PM
From: A.J. Mullen	Read Replies (1) of 196854

Original bids were not too high? Leap's price leapt up when the court decision was announced. I eventually called Leap's IR and was told that was because the market was worried that they were overstretched. This suggests that the consensus believes that Leap agreed to pay too much (for Leap). I think that was less than Nextwave had agreed in the first auction. Nextwave went bankrupt because they couldn't convince people they hadn't overpaid. I didn't follow Nextwave, so I don't know how or why they're able to stump up the money now. I certainly don't see why they should be able to extract a higher price for spectrum than the FCC, unless they can identify some "must-have" chunks that have a very high value for just one operator. I agree with the general gist of your argument wrt Q's IPR. If Qcom's IPR can squeeze x times the use out of a given spectrum, then Q should receive somewhat less than (x-1) times the cost of that spectrum. Somewhat less than because, having increased the supply of wireless conduit, the price per byte is likely to fall.

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