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 174.80+0.3%Dec 5 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Brian Lempel who wrote (6194)12/11/1997 9:11:00 PM
From: Ramsey Su  Read Replies (2) of 152472
 
Brian,

I think you got the answer from the horse's mouth - NO. They have full exposure and their royalty from Korea just went down with the Won.

It is not the only problem. All the Korean licensees MAY BE able to flood the market with cheaper handsets. This is not only pertinent to QCOM but just about everything else. Now if you can account for all the variables and come up with a meaningful number for QCOM, WDC, IBM... then you just won the Nobel Price.

Ramsey
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