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

To: Jenne who wrote (62630)	1/17/2000 5:38:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

<you have Qualcomm charging a high royalty [for its CDMA technology]. Since we don't have a contract with them, I don't know what they're charging, but I've heard it's in the order of several percentage points. > He thinks 4 or 5% is high? So, what does he think is charged for a newcomer to produce GSM? It's about 15% according to the CDMA Development Group. He said in his comments that NTT owns some of the IP for 3G. That would only be true for the W-CDMA effort, not cdma2000. Each time the W-CDMA dream is made a little more like cdma2000, there is a loss of 'new' IP and more likely reduced royalties on W-CDMA. For example, if they ditch the Reed-Solomon Convoluted Coding and go to the hot-stuff Turbo Coding of cdma2000, I suppose that will reduce royalties [it will make it work better too - but maybe they've already dumped the old-fashioned coding]. Mq