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

QCOM 180.74

-0.1%

9:30 AM EST

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To: slacker711 who wrote (48437)	11/4/2005 2:51:43 PM
From: Jim Mullens	Read Replies (3) of 196421

BRCM / NOK6 EC , etall vs QCOM Further thoughts>> Solution 1 is no doubt the best approach... “1. Eliminate the netting, and thus charge the handset mfg 5% of the ASP regardless of who’s chipset resides within the handset. A net benefit to Qualcomm of $1.50 per handset for those with a Q chipset.” The Q should immediately advise its handset and carrier partners that effective Jan 1 2006, thanks to BRCM, TXN, NOK, ERICY, NEC, Panasonic and the EC, and in “fairness to all” / compliance with FRAND, the Q will be eliminating the “unfair” practice of “price netting” resulting in the effective handset royalty payable to the Q increasing by approximately $1.50 per handset based on a $200 ASP for those handsets with a Q chipset. Further, we will be in discussions with the EC shortly and your participation is invited should you wish to state your views.

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