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

To: Clarksterh who wrote (508)8/3/1999 9:40:00 PM
From: JohnG  Read Replies (1) | Respond to of 13582
 
Clark. Pure speculation, but it could be that QCOM was unable to reach a definitive agreement on cross licensing with these two. Thus, perhaps the royalty rate for ASICS sold in the merchant market using some proprietary MOT or LU IPR has not been determined yet.

JohnG



To: Clarksterh who wrote (508)8/3/1999 9:49:00 PM
From: SKIP PAUL  Read Replies (1) | Respond to of 13582
 
Let's think this through.

I think we can all agree that QCOM is an exceptionally well managed company that thinks its business plans through. QCOM intends to be a major player in CDMA ASICS so it goes ahead and gives non-royalty bearing licenses to two major chip manufacturing organizations because they sign early. Does that make sense? I dont think so.


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