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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 151.59-0.4%Jan 30 9:30 AM EST
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To: slacker711 who wrote (68081)8/21/2007 5:38:18 PM
From: Art Bechhoefer  Read Replies (1) of 197451
 
Can I safely say that none of these numbers fall into the "very minor" category?

Slacker, if your assumptions on royalty rate of about 3.5% are correct, then I agree that Nokia WCDMA revenues are significant. However, if the royalty rate is closer to 5%, which is consistent with what QCOM receives from other licensees, then Nokia's WCDMA revenues (so far) would be considerably lower than 32.5% for the most recent quarter, and obviously lower than that if you combine, say, the last 12 months.

Let's focus on the impact of future WCDMA handset sales and the strong growth expected, no matter who makes the handsets. This is one of the assumptions behind the future earnings projections in QUALCOMM's guidance for fourth fiscal quarter and FY 2008. To avoid ceding market share to a firm like Samsung, Nokia has to think long and hard on whether it avoids using QCOM IPR or uses it and pays for it.

Art
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