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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (2445)	8/27/2000 9:39:35 AM
From: kech	Read Replies (2) \| Respond to of 196559

In Y2K, with the technology proven, with demand booming, with WWeb demand booming, with all the advantages that CDMA has and Q! controls, backed by the most powerful legal, political and military system which has ever existed, royalties and licences should match the value of the technology which is being sold. But to get to the point where "in Y2k, with the technology proven" Q had to make the technology interesting in 1999, and 1998 and 1997 and 1996 and even back in 1993. The only way they could do that was to offer reasonable royalties, to get over the concern providers would have about buying from a "proprietary source". It is precisely this issue that made Q license the technology to competitive chip makers etc . I would ask, at what time could Q raise Royalties to say 20% or even 40% and not suffer problems of competitors walking away or slowing down adoption? Once we are at y2k it is too late to unilaterally raise royalties. Any time sooner risks the total adoption. I would like the world to be pixilated by the wireless web! They are pixilated with i-mode in Japan. Is that the wireless web? But people aren't as committed to wireless web as we would like to believe. Snyder sneers at Gilder with the argument that technology isn't everything, business models matter too. The nice thing about everyone being pixilated is that all we have to worry about is the technology. Pixilated can even be substituted for "opium" and you have the kind of situation the Brits had in China. But we just aren't there yet. Not even close. My sprintpcs dealer won't even set up a sample notebook attached to a phone as modem in the store. Web over the cell phone with a couple of sites isn't really the power of the web. Most people with cell phones don't even know or care about the wireless web, yet we are hoping for Sprint and Verizon to make a final conquest of CellularOne with it by spring? It would happen even slower if the handsets and wireless web option cost twice or three times as much.