Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: Maurice Winn who wrote (28456)	4/28/1999 9:00:00 PM
From: SteveG	Read Replies (1) of 152472

couple of interesting points (to ME) from Sulpizio's presentation and breakout at H&Q this afternoon: - QCOM's royalty is flat independent of the bandwidth use, and extends for the patent life. Earlier patents expire ~2006, with newer ones continuing to be licensed. - HDR boast 1.8Mbps peak (one way), but probably significantly less in most real world. Single-chip solution quantities should be available in late 2000-2001. - ASICs pricing dropping ~20% / year. - New lightweight blue phone (attractive piece of plastic) margins expected in the 25+% range. - NO expectation to selloff their handset business, primarily because of a current lack of CDMA providers. They believe they have enough supplier components to withstand the current and expected bottleneck. They are expecting demand of over 1M phones/month. - They see their chipsets solutions dropping from 5-6 now down to 3-4 fairly soon. (Talking separately with Dwight Decker, he doesn't see a single chip solution being available anytime soon) - QCOM believes that CDMA should not be restricted to phones, but also directly into laptops, car radios and other appliances.

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