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

To: HECTOR RUBERT who wrote (51847)	11/27/1999 3:17:00 PM
From: Cooters	Read Replies (2) \| Respond to of 152472

Hector, Here's a couple quick answers: <<Now, does Q get paid for CDMA royalties?>> Yes, they get royalties for the Lucent equipment and they also provide ASICs for some, LU being one of them. It is not on the degree of handsets, both in percentage(based on some of Gregg Power's comments on the subject) or in volume. HDR and 3G deployment may increase either/both of these, though. <<So, in essence it doesn't matter who provides the equipment as long as they use Q's technology for royalties and licensing revenues? And does Q receive revenues on the usage of its technologies?>> Yes to the first question, although varying royalty rates and handset prices do favor some manufacturers over others. There is some question about W-CDMA, but most of us are pretty confident Q will receive royalties. Revenues for usage of Q's technology is in the form of royalties, with some initial licensing fees in many cases. Hope this helps, Cooters

To: HECTOR RUBERT who wrote (51847)	11/27/1999 3:25:00 PM
From: SpudFarmer	Read Replies (1) \| Respond to of 152472

Very large Q-uestions. There are many here better eQuiped to answer these, but here is the 'nutshell'. "Now, does Q get paid for CDMA royalties?" Q gets the royalties on all CDMA patents that they hold, which is just about all. Licenses are issued by agreement to companies who in turn pay Q. As for China, for me personally, I'm not counting on China until the check clears. (Communist hangover?) It is a huge market, (especially HK), but the deal which is in the article is small relative to the potential. It is a very good start, and hopefully it will grow. Very political. Another gap in the armor is security reasons which could block any deal due to the encoding issues. But if it does take over China, look out! I have no idea how many others have already considered China into the eQuation, but, if they are as cautious as I am, we haven't seen the 'China' effect yet in the price of the stock. Down the road, there are other CDMA applications which are more beneficial to Q long term than China. Just let your imagination go, and you'll be way ahead of the 'analyst experts'. :O) Hope this helps. It is crude, but there are others who are more tech/legal experts. I just buy the big picture long term and try to stay out of the way (detail wise). Q rocks, just a matter of time...