Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.05

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3:59 PM EST

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To: Techteam who wrote (8877)	2/24/1998 6:51:00 PM
From: Michael Allard	Read Replies (1) of 152472

Some royalty thoughts: Based on announced capacities (and a few conservative estimates) Worldwide CDMA Handset capacity sits at 7 Million units a quarter. QPE's portion is around 1.5 Million per quarter. Assuming the balance sold for $300/unit, and QCOM averaged 3.5% royalty on these handsets, the royalty would be $57.75 million per quarter. That's assuming, of course, that the manufacturers ran at capacity. I've seen 1998 year end worldwide CDMA subscribers in the 25 - 30 Million range, which would require at least 71% of this capacity to achieve. That would mean handset royalty alone for calender 1998 of $164 - $240 Million, based on announced manufacturers.

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