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

To: Kayaker who wrote (5680)	1/26/2000 11:58:00 AM
From: Kayaker	Respond to of 13582

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To: Kayaker who wrote (5680)	1/26/2000 3:10:00 PM
From: Kayaker	Read Replies (2) \| Respond to of 13582

1/25/00 Conference Call - Selected Transcribed Bytes - Royalties Up 2000 Q1 Earnings Conference Call 1/25/2000 Section 4: Question & Answer Session (47 min. 28 sec.) corporate-ir.net Timemark: 1:05 Question: I have a question on the royalties. They were really big versus most of the people's expectations. At the same time, you just mentioned that the prices on the handsets were declining, ASIC sales were up sequentially but only slightly and Motorola, on their conference call, mentioned that their CDMA handset shipments were not as strong because of weakness in Korea. And also given the fact that Nokia -- at least this is what I'm hearing from Sprint and Bell Atlantic -- is not doing that well with their CDMA handsets. It seems like there was a big pop in royalties and when you look at everything else it doesn't look like that was ??????. Were there any one time gains there? Could you help us with that? Timemark: 1:58 QCOM: Right, absolutely. No, there were no one time gains. In fact, I think the market has been quite strong and I think there are other factors you didn't mention -- the Brazil market where I think Nokia is doing quite well. I think that other manufacturers in Japan, Kyocera and Matsushita, who have not been using our chips, certainly have been doing well in the market. Generally, others using our ASICS continue to do well. So, overall, the market has been very strong which is what's behind the royalties being up.