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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: Peter Ecclesine who wrote (4281)11/11/2001 11:59:41 AM
From: Dexter Lives On  Read Replies (1) of 46821
 
Hi Peter,

Thanks for providing a research roadmap. I'm heading over to the wireless reading room at the local library - will get back to you when I have answers - should be 6 months or so :!) - unless the markets provide the answers sooner :^).

On the ipr royalty question, it may take a little longer since I can't really set my sights on sustainable ipr royalties above 5% ;^>. It's not clear to me, fwiw, that QCOM's patent rates will be sustainable - given the lengths many companies seem willing to go to to avoid... BTW, do QCOM's ipr rates apply to the prices of asics, chipsets or a subset of the chipset components? TIA.

Rob
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