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

QCOM 159.42

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Jan 16 3:59 PM EST

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To: Raymond who wrote (28680)	11/9/2002 8:12:56 AM
From: foundation	Read Replies (4) of 197275

re: they should have collected a lot of money First, Q has noted that its royalties on infrastructure are minimal - and applied selectively to the air interface portion of the cell station assembly. (In perspective, this makes good sense, just as HP sells printers at a loss and reaps its windfall from ink cartridges.) Secondly, as has been recently reported, to date, relatively little wCDMA infrastructure has been installed: Message 18089856 To assume that all vendors have installed proportionally with ERICY may be an oversimplification of reality. Also, in what stage of installation and testing are ERICY's delivered cell stations? Perhaps even more to the point, revenues cannot be recognized by vendors until they can technically prove functionality, which has not occurred - and very probably will not occur this year - for dual mode equipment. Nearly all wCDMA infrastructure installed globally will be dual mode. Subscriber equipment presents the supermajority of royalty opportunities. To which we can count FOMA's 140K handsets to date....

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