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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.96+1.4%3:59 PM EST

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To: LarsA who wrote (129396)5/29/2003 8:35:50 AM
From: Jim Mullens  Read Replies (2) of 152472
 
Lars, good points and some of the reasons why subscriber/ device penetration rates can go much higher.

Re: “So then the question again: what part of all this this would give revenues QCOM? The way I see it it's not an IPR issue but maybe it's covered by the license anyway - e.g we want 5% or a minimum of $20 per tranceiver, which ever is higher.”<<<

I believe Dr. J replied to that issue during the Q&A at the Spring conf. regarding the royalty rates on a laptop with CDMA capabilities. He stated a royalty would apply but not at the full price of the device as they had a maximum amount provision but did not go into the specifics. I’m guessing that It could be in the $400- $500 range ($20 to $25 royalty to Qualcomm).

They also stated that the newer Qualcomm chips would support camera/video phones/appliances with 3-4 mega pixel resolution (the audience appeared amazed).
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