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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 155.82-1.3%Jan 23 9:30 AM EST
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To: Dave who wrote (7821)1/31/1998 10:24:00 PM
From: JMD  Read Replies (1) of 152472
 
Dave, that's what makes me think the Q has to make some sort of deal here. I am as enthusiastic as anybody over what they've accomplished, and think their engineering talent is superb. And I appreciate the multi-hundred million dollar risk they took to get IS95 off the dime. That said, I cannot find examples of a company sustaining themselves on royalty income alone IN THIS FIELD. The drug companies seem to do a damn good job of it, but as you point out even INTC has only a few that are worthwhile. I own LU and to a large extent, it's a bet on their patent portfolio which is so huge that I figure there's got to be a few nuggets in there. At the end of the day though, INTC's power is a function of market share, not a piece of paper in vault. Mike Doyle
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