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

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: JGoren who wrote (79209)	7/25/2008 6:35:21 PM
From: David E. Taylor	Read Replies (3) of 197253

It was Altman's comment that if QCOM were to offer the same NOK package to other licensees, he would be happy if they'd accept it and offer the same value as NOK has that got me going on the potential value of the up front payment. NOK must have considerable confidence in its ability to maintain market share, ASP's and revenues in the high end smartphone market to offer to pre-pay to QCOM a chunk of future estimated royalties in cash. Hard to see other manufacturers with much smaller market share committing to similar terms. David

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