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

QCOM 174.23

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To: Brihack who wrote (53290)	7/6/2006 8:24:06 PM
From: Clarksterh	Read Replies (2) of 197014

However, I take some comfort in Bill Keitel's explanation at the most recent analyst presentation (William Blair) that Q's fundamental data techniques in EV-DO & Rev. A are largely the basis for HSDPA and HSUPA, respectively. It is certainly true that Qualcomm's HDR story was novel when I heard it, but I have never looked for key patents in it. Will have to do so. It was also interesting that he indicated that some of Q's customers reported that they were being asked to pay GSM royalties of 2-3x the rate that Q charges for CDMA. Oh to be a fly on the wall in the Q-Nokia negotiation sessions. My guess is that in total they pay 2-3x the amount, but it is in the form of small amounts to each player - e.g. 1.5% to company X, 2.1% to company Y, ... . And like it or not the irrational payors will say 'but we only pay a max of 2% to anyone else so you are obviously ripping us off'. Everyone can justify to themselves paying 1-2% to company X, but not 5% to Qualcomm. Clark

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