Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: slacker711 who wrote (2345)	10/14/1999 3:18:00 PM
From: moat	Read Replies (1) \| Respond to of 13582

Another inflection point. Thank you for the info on ASIC royalties Slacker, I was under the (wrong) impression that royalties were only collected from handset sales (I now do recall reading about DSP's royalty figures). I guess Qualcomm did set up two toll booths on the road to CDMA (royalties are collected twice for the same ASIC: once at the merchant ASIC level, and then again at the handset level). More power to Qualcomm I guess. Now I am thinking about royalties for 3G and HDR. Will royalty rates go up or down or stay the same. But that's a few quarters out still (new licenses are need for CDMA 3G by all from Qualcomm). What I don't understand is why didn't LU or NT or Ericsson or Cisco or Intel, etc, etc, acquire Qualcomm when it was valued at $4 billion a few months ago. A strange telecom world we live in. I heard Jeff Jacobs say he wanted management to take Qualcomm private last October when the equity was priced at $3-4 billion. Good thing (for us) they didn't do that. Now high speed wireless Internet is what everyone (e.g. Intel) wants. Another inflection point.