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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: JGoren who wrote (114)	7/24/1999 9:57:00 AM
From: Bux	Respond to of 13582

Manufacturers who buy Qualcomm chipsets are required to stamp on the handset the following words, "Digital by Qualcomm." When you see those words, you know that there is a Qualcomm chipset is inside. I think any handset that uses Qualcomm's CDMA technology is required to print "Digital by Qualcomm" on the handset even if the chips are not purchased from Qualcomm. The Nokia phones I've inspected said this. Re: Lawsuit w/ MOT - The only reason I have seen for Q's counter-suit is that MOT is suing Q for matters that are allowed under MOT/Q contract. Is the speculation that the suit is based upon MOT's omission of the words "Digital by Qualcomm" because some MOT CDMA phones have been spotted without these words? Bux

To: JGoren who wrote (114)	7/24/1999 11:56:00 AM
From: moat	Respond to of 13582

A H&Q report said: "The company sells ASICs to licensees, which use them to produce cdmaOne network and subscriber products. When the licensee sells these products, they pay a royalty to Qualcomm. It is important to note that the royalty payment is generated on the sale of the equipment, not the purchase or use of the ASIC. This means that a handset manufacturer that purchases ASICs from Qualcomm pays the same royalty fee on the sale of a phone as a manufacturer that uses an ASIC of its own design. Whether or not an OEM uses Qualcomm's ASIC has no bearing on the royalty payment." Questions: Is the above statement correct? If so, just exactly how much royalty (% or $) does Q collect on each phone sale? And is it the same for all makers? If not, could you list who and how much by each? (Nokia, Motorola, Samsung, Sony, etc)