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

QCOM 178.28

-1.7%

3:59 PM EST

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To: LarsA who wrote (61228)	3/21/2007 10:43:18 AM
From: slacker711	Read Replies (1) of 196951

I would prefer if the next license had a provision for actual usage of the somewhat faster up- and download features of HDR. If, by checking with say Telcos, it turns out that up- and downloading is not as big a killer app as voice and text then it's not worth 5%. If Qualcomm got paid on wireless usage, then this would be a fair metric. They get paid on when the sale occurs and nothing afterwards so I really dont think this is a very good criteria. You have pointed out in the past all of the various non-CDMA related features that go into a handset like the N95. A simple way to test how much the WCDMA/HSDPA patents are worth is to sell two versions. The unsubsidized price is supposed to be $700. Offer a GSM/GPRS/EDGE version for $665 and see what what kind of sales ratio you get. My prediction would be at least a 9 to 1 in favor of the HSDPA version.... Slacker

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