Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

Nov 18 3:59 PM EST

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To: pass pass who wrote (129859)	6/22/2003 11:23:09 PM
From: Maurice Winn	Read Replies (1) of 152472

PP, QUALCOMM has said for years that they will charge 5% for W-CDMA despite the whining like a fleet of Koreans from the GSM Guild who wanted royalties capped at 5% for all intellectual property holders, in total. I suppose it's NEC and you can be sure they are paying 5% of the wholesale price of the FOMA gadgets. There was a maximum which QUALCOMM was going to charge on royalties, but I doubt that NEC is up to that. It wouldn't make sense to try to charge 5% of the wholesale price of a car for example, just because it runs on CDMA. I don't know what the maximum is and have never seen a figure. I suppose it would be somewhere around $1000. Maybe $800. QUALCOMM insiders, who set the price of the shares, do know what that maximum is, so I dare say they are better placed than the put buyers who have bet against QUALCOMM [and seem likely to lose their $7 million which QUALCOMM bet against them]. I wonder whether said put buyers will have another go to prove Jon's theory correct [that there's one born every minute and QUALCOMM can go on milking the silly put buyers time after time after time after time]. Mqurice

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