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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%Jan 16 3:59 PM EST
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To: foundation who wrote (28681)11/9/2002 9:48:32 AM
From: Raymond  Read Replies (1) of 197275
 
Most contracts are written so the the major part of the money for the equipment is received at delivery.Smaller parts can be received at acceptance of all functions and maybe some when you take the equipment in service.The Base stations for WCDMA doesn't need to be dualmode.Mobiles and switches need to be dualmode.I am pretty sure that none of the infrastructure companies are sending out equipment that they have to change out later at this stage.They might do that when the deliveries are in the tenths not in thousands.If they do that
they are stupid.Nothing is more expensive.
"Q has noted that its royalties on infrastructure are minimal"
This is what I have always have argued.I remember the reactions from people on this thread when I said that three years ago.Happy to here that QCOM agrees that they will not collect much money on this.
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