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 179.02+3.7%Nov 5 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ramsey Su who wrote (25151)3/26/1999 9:27:00 AM
From: Clarksterh  Read Replies (2) of 152472
 
Ramsey - Why don't we all work on some numbers, instead of quoting and requoting who said what.

As the chief trouble maker<g>, I agree not to bring up any more quotes, but it is going to be very hard to come up with earnings models since we know very little about what actually happened. What is the royalty rate? Given that our patent position was apparently not as strong as we thought (we gave up the IPR without any but one of the original requirements), what percentage of W-CDMA royalties do we get (even if we don't know the absolute amount)? What is the strategy behind infrastructure financing especially given that we do not make infrastructure (do we get equity in something?)? Given that W-CDMA is not going away, what is Qualcomm's plan to be involved in W-CDMA? Are they going to be heavily involved in the trials so they have a leg up on producing ASIC's for the W-CDMA mode of 3g? Given that many of the bidders for 3g spectrum in Europe have stated their intent to go with the W-CDMA mode of 3g, when do you expect the first volume shipments of equipment to Europe? How much cash are we getting for the infrastructure division? Are there any performance clauses that go with the sale of the infras division?

Just a short list.

Clark

PS In regard to capacity problems, I agree Qualcomm will almost certainly have problems in this regard what with China, Japan, Mexico, ... . But I don't see how this deal adds to capacity problems anytime soon (i.e. the next two years).
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