Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Art Bechhoefer who wrote (33011)	3/2/2003 4:48:03 PM
From: John Biddle	Read Replies (1) of 197260

He didn't miss your point, you missed his, and that of everyone else on the other side of your idea. The current royalty rate is not in any way a determining factor in whether carriers use CDMA or in whether handset vendors use Qualcomm chips. They royalty rate is too small a factor, relative to others, to change much of anything. Don't be sucked in by the occasional cries out of Korea about royalty rates. Sure they'd like them lower, but it would not result in more chips being sold, only a reduction in the payment to Q. And sure, China pressed its advantage when it knew it had one, and got special terms, but those terms are favorable to Q when China becomes an exporter, so I think it's a tossup. You bring this up about every month or two and get the same response. Can I ask that you table this idea unless you come up with some new and more convincing arguments?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next