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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.65+1.5%Dec 2 3:59 PM EST
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To: Gregg Powers who wrote (12365)7/14/1998 11:55:00 PM
From: Maurice Winn  Read Replies (1) of 152472
 
Thanks Gregg for the correction. Isn't the attraction of cdma2000 so great that no discount is necessary?

The value of the initial multitude of licences has increased because cdmaOne has been proven and there will be a huge market for those licencees to supply. New licencees should pay more than previous licencees because they have much less development and market risk. cdma2000 licencees should pay even more.

The only reason to reduce cdma2000 licence fees is if the market growth would be too slow = there is an optimum fee schedule to maximize long run profit. Or in fear that competitors could develop an alternative [unlikely by the look of it] or in fear that the IPR will be stolen in a Janet Reno/European conspiracy [unlikely having given Irwin a Congressional Medal of Honor for Technology].

It seems to me that there will be an avalanche of cdmaOne sometime in the next one or two years as the gizzards cost, price of handsets, functionality and form factor and market reach critical mass. There seems little need for encouragement by reducing the IPR price further.

What do you think - any way of calculating this? Are you confident Qualcomm will maximize long run IPR profit? Philip Merryman's 'give it away' morality seems contagious, but is a very confused morality and in fact counterproductive in terms of utilitarianism = greatest good for greatest number of people type idea. I'm quite nervous about it all. But am confident that Q.com's position is very very robust.

Mqurice
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