Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: DaveMG who wrote (27118)	4/15/1999 11:24:00 AM
From: Clarksterh	Read Replies (3) of 152472

Dave That is pure speculation on your part and flies in the face of any plausible reality. [that no change in 3g standards occurred as part of the Ericsson/Qualcomm deal.] Actually it is not. Qualcomm said very explicitly that any harmonization between the 'modes' is now in the hands of the operators. Mika didn't claim that Qualcomm got nothing, just that they didn't get one of the things that they were originally after - the 3.68 chip rate etc. Clark PS Just as an aside, some people appear to be surprised at the cash gotten from Ericsson (assuming the latest figure is correct), but if Qualcomm did indeed keep the high royalty rates then the cash, even had it been $1B, is almost immaterial. Someone on this thread mentioned that Samsung is planning on selling 20 million phones next year - at $200 per phone that is $8B and royalties are $320M before taxes and attributable operating expenses (if you assume 4% royalties, which is probably conservative.). That is from one licensee alone, albeit probably the biggest individual supplier of CDMAOne handsets.

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