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

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To: slacker711 who wrote (77326)	5/27/2008 3:01:50 AM
From: Maurice Winn	Read Replies (1) of 196662

Over 400 million subscribers is a lot of people. It's a bit more than an afterthought. Given the 12% W-CDMA royalties, over time, W-CDMA should dwindle if we believe the nonsense given for over a decade about how Qualcomm's royalties at 4% are sufficient to cause significant slowing of sales of the technology. An 8% royalty difference is a huge difference. But nevertheless, W-CDMA continues to grow rapidly, with Telstra giving up on CDMA2000 in favour of W-CDMA, which shows royalties were never a significant issue, which they obviously aren't when the total 2 year cost of ownership of a phone and service are considered. Koreans whined like a fleet of Koreans about about the low CDMA royalties, but are using more and more W-CDMA which again shows that the royalty rate isn't a big deal after all. Mqurice

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