Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

Nov 18 3:59 PM EST

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To: Maurice Winn who wrote (31695)	6/4/1999 10:45:00 AM
From: Gregg Powers	Read Replies (2) of 152472

Maurice: Please...immediately obtain an anti-hypertensive! I think you know my style well enough to assume that I always tend toward the conservative side. I know what the Koreans have said publicly and privately about royalties; I know what I have been told by MOT and LU personnel. I also diligently attempt to track total CDMA-related product sales to Qualcomm's reported royalties. I recognize that lags and other data distortions corrupt the latter analysis, but I hope to improve the net granularity over time. I know that there are customer specific factors that modify the net royalty received. Early on, for example, MOT had a significant royalty sharing arrangement. We all know of ETRI's claims with regard to royalties derived from domestic Korea CDMA sales etc. The point is that while my internal royalty metric is somewhat fluid, it has been tracking northward for the last six quarters. Having said that, there is a difference between what I 'know' and what I 'conclude by analysis'. Whenever such a difference is material, I opt to provide the Forum with the more conservative conclusions. Hopefully this is responsive. All the best, Gregg

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