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


To: SKIP PAUL who wrote (510)8/3/1999 9:55:00 PM
From: Clarksterh  Respond to of 13582
 
Skip - 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.

Read what I wrote in the post you are replying to. I concede that there are many possible ways to interpret the 10K and perhaps we are reading a mountain out of a mole hill. But OTOH, it seems completely reasonable to assume that MOT, as an early signer, got better terms than later signers. Would you pay the same for a product before it is field proven as you would after it is field proven? I certainly wouldn't.

Clark