Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: David E. Taylor who wrote (118389)	5/8/2002 1:08:08 PM
From: Dexter Lives On	Read Replies (2) of 152472

Hi David, Yes, I don't know how they expect this to be "implemented". If I was owning a cdma2000 carrier, I'd frankly be quite worried at this point. I don't know what the direct comparables are on patent fees for the two types of equipment, but even a 1% difference in equipment price could make those networks uneconomic. Of course, Qualcomm could always normalize their cdma2000 royalty rates, but that has it's price too! There's also a more general problem with economies of scale (if wcdma retains 80% of the target market); but I guess that's not a new problem... Rob

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