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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: cfoe who wrote (50920)11/19/1999 12:49:00 AM
From: Clarksterh  Read Replies (1) | Respond to of 152472
 
cfoent - All past evidence shows that Q deals straight.

Yes and no. IMO it is without question that Qualcomm is the better negotiator, while Ericsson is the better PR machine. But if I were negotiating with Qualcomm I would always be worried that I was missing something - some loophole that they could later exploit. I do not in any way mean to imply that Qualcomm is doing anything even remotely dishonest, only that I am sure that whenever they sign a contract they have the next two or three steps planned out and they may use the contract in such a way as not to be to their partner's benefit.

Look at all of the contract renegotiations happening as DSP and VLSI get bought out. I'd be willing to bet a lot of money that those renegotiations include such things as agreeing to pay the same rate for all 3gCDMA standards.

Clark

PS Anyone still wondering who got the better deal in the Ericsson deal? As someone who originally thought the deal was long term revenue-neutral to Qualcomm, I can now say that I do not wonder any more.