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


To: idler who wrote (10870)5/27/2000 11:23:00 AM
From: samim anbarcioglu  Read Replies (1) | Respond to of 13582
 
There was a post on this board or the coming to age, by kayaker if memory serves me right, which tabulated Q's royalty stream from each and every license they sell. I had saved the post in a file in my computer. Unfortunately I am not at my own computer right now, but will be able repost it either today or late tonight. In short, the table showed that it just did not matter which 'flavor'; WCDMA or CDMA2000, Q makes the same royalties from the essential IPRs that it owns on Code Division Multiple Access air interface protocol. Additionally, in the case of CDMA2000, they would of course make money on the ASIC that they would sell. No one has WCDMA ASICs yet. The standards are in a state of flux at the moment. Q is working on it as well as everyone else. We'll see who gets there first. Let the best product development team win.



To: idler who wrote (10870)5/27/2000 12:06:00 PM
From: JGoren  Respond to of 13582
 
Good point. I think there is an assumption that China won't honor the royalties. There is also a belief that in order to get IPR to make GSM chips, W-CDMA chips, Qcom will have to give up a bunch. That is the real purpose of W-CDMA: create IPR that Qcom has to buy.