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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (48729)11/9/2001 12:01:26 PM
From: JustLearning  Read Replies (2) of 54805
 
Mike:

I have a somewhat different view of the implementation of the changes to the way license fees are recognized.

I think Thornley wanted to wait as long as possible for visibility of growth in chip/royalty business, before implementing the changes. Over the past year, they have used licensed revenue to make up for lower growth rates in chip/royalty portion of the business.

I interpret this to mean that Thornley is now confident that chip/royalty revenues are going to take off and make up for the lost revenue in licensing (due to the recognition being spread over 6 years). I wonder if they will re-publish QTL results for the last two years, assuming that this policy was in effect, so that comparison would be more meaningful.

Overall, this is a good idea to smoothen license fee recognition over many years.


JMHO...
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