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

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Dec 26 3:59 PM EST

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To: Raymond who wrote (49751)	1/22/2006 10:04:12 AM
From: slacker711	Read Replies (1) of 197036

We really don't know what deals they have .Do we? No, but Qualcomm gives the ASP, unit and external royalty numbers every quarter so if you feel like going through the math you can at least get a ballpark royalty estimate. The numbers vary each quarter but they are consistently between 4% and 4.5%. That number is likely to rise to near 5% as the Motorola and South Korea patent sharing agreements expire. The fact that Qualcomm also nets out the price of their chips also takes down royalties by another .3 to .4 percentage points. FWIW, I have always speculated that Ericsson had a near zero royalty rate for CDMA infrastructure. That would make their "closed wallet" comment true while simultaneously making Qualcomm's handset royalty statements also true. Bottom line, Qualcomm collected $200 million in WCDMA royalties last quarter while Nokia made the statement (per Jorma) that they are a net payer of royalties. Slacker

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