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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 164.53-0.4%3:59 PM EST

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To: DaveMG who wrote (27112)4/15/1999 10:44:00 AM
From: JGoren  Read Replies (2) of 152472
 
If Samsung is not an ASIC licensee, then Samsung's new chip is entirely proprietary and it will pay no license fee for 3G? I frankly do not know how it would be possible to offer a cdma handset without paying a royalty on the chip IPR; maybe the "subscriber" royalty covers the handset. I hope that some analyst who is in the CC on April 20 will ask some questions to clarify the future of the ASIC biz as more manufacturers seek to avoid buying ASIC's from Qcom.

Qcom has gone from 9 up to 6 down; all techs seem to be down.
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