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: Gregg Powers who wrote (31656)	6/6/1999 3:39:00 PM
From: puzzlecraft	Read Replies (3) of 152472

Gregg, Regarding feeling "all warm and tingly", I've been trying to do my own calculations regarding valuating QCOM. I can see massive EPS gains over the next few years, on the order of $20-40 EPS by 2003. The part that I can't see is based on my lack of knowledge about QCOM's status regarding their IPR. If royalties fall off dramatically towards the end of the first decade of the 2000's, then valuating QCOM is more difficult because a discounted-cash-flow method would have to be used, assuming EPS would drop off sharply as IPR expires in the 2010s. Do QCOM's royalty agreements in place now generally continue indefinitely regardless of number of patents out, or are they based on percentage of patents out with renegotiation / recalibration on some periodic basis, or are they based on some other condition(s)? How are you figuring IPR / patents in to your long term calculations?.... or is the street simply incapable of looking that far ahead? Regards, John

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