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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 171.54+0.4%3:59 PM EST
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To: Mika Kukkanen who wrote (25548)3/30/1999 8:48:00 AM
From: Valueman  Read Replies (3) of 152472
 
Mika:

To answer someone's speculation concerning if Ericsson were in a stronger position than this board/thread gave them credit for...from what I have heard (and what I had always said) is that yes, Ericy were indeed in a far stronger position than realised here.

Poppycock!!! ERICY gave up the ship here. If they had any bargaining power, they would not be paying royalties at the same rate as all other licensees for cdmaONE and ANY 3G version of CDMA that may come to pass. I'll repeat--ERICY is paying the same royalty rate as all other licensees for this generation and next generation technologies. So will everyone else. They will buy QCOM ASICs for base stations and handsets. QCOM fed them a bone in selling infrastructure to them(regaedless of the price they paid), kind of like sending them an e-mail with the Melissa Virus. "Go forth and spread CDMA my friends--send the checks for royalties to Q HQ!" Face it--Q was never to become a major infrastructure player. In essence, they just became one, with 100% margins+(sell the ASICs, and collect the royalty). ERICY can call the next generation anything they want, but Q calls it another round of licensing fees and royalties at a rate similar to what they get now. What does ERICY get? A tiny royalty from Q handset sales and the ability to spread CDMA worldwide to the benefit of Qualcomm.
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