SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 179.02+3.7%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: 100cfm who wrote (143399)7/7/2006 8:19:23 PM
From: voop  Read Replies (1) of 152472
 
I think the 4G handoff really extends QCOM viability well into the future and shows the others its not a one trick CDMA pony.

We are fretting about world-wide whining about high royalty rates but the fact remains that the contracting companies' teams of PR assasins, attornies, and engineers signed on one after another to an agreement with Qualcomm to use their patent portfolio. They were big boys with smart people and all signed to play along since the stakes were huge. After seeing Qualcomm in action for 10 years almost I have to believe they have and will continue to operate in a manner consistent with fair, reasonable and non-discriminatory actions. Its their licensees who have seemed less so in some of the dealings of the years.

Everybody is beating them down because its the last chance IMO. Even if CDMA gets side tracked and stalls in its growth, the WCDMA train is far enough along, going through its S curve and is SO much bigger in the big picture it will not matter even though there would be a panic from the relentless PR fallout.

Continuing the 4G handout continues the legacy while ironically the (W)CDMA interface becomes a legacy dinosaur. They were going to get a lot of transition royalties for years anyway but with a couple of royalty bearing licensees (minor) in the fold and a Sprint commitment they become the company to beat, again.

Combining a patent company with a first class fabless manufacturing capacity is quite prescient.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News