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


To: Boplicity who wrote (1204)9/1/1999 9:15:00 PM
From: Art Bechhoefer  Read Replies (3) | Respond to of 13582
 
How do we know that the Everen analyst wasn't putting a spin on QCOM future prospects in order to create a buying opportunity? There's really just about nothing in the report that is not a rehash of the earlier CC in July. Increased sales of Nokia and Motorola phones produce more royalty payments. And judging from the QCOM countersuit against MOT, any increase in Motorola CDMA sales could result in treble damages for patent infringement, if QCOM wins at trial.



To: Boplicity who wrote (1204)9/1/1999 9:50:00 PM
From: CRay33  Read Replies (1) | Respond to of 13582
 
re: Snyder said. Every time someone buys a competitor's phone, Qualcomm loses twice: once on the phone and once on the chips
__________

Snyder obviously hasn't done his homework, IMHO. Only mentions 'losing twice'.

How about royalties on the handset? QCOM still gets this payment from MOT.

In some agreements, handset manufacturers pay HIGHER royalties it they use a non-QCOM chipset.