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

To: Don Edgerton who wrote (88699)	12/2/2000 1:24:03 PM
From: Win-Lose-Draw	Read Replies (2) \| Respond to of 152472

Am I missing something? I think I may be, let me give it a shot...I gather the concern is that QCOM essentially getting only IP royalties in a world gone WCDMA is not nearly as lucrative position as getting those same royalties AND chipset sales in a world gone CDMA2000. IJ saying the IP royalty rate is true on the surface, but disregards whatever non-CDMA royatlies QCOM may have to pay out on non-CDMA2000 chipsets, and this pay out is why QCOM (SpinCo, whoever) may not be particularly competitive in the WCDMA chipset market. I'm not making any claims here, just taking my best shot at summarizing the recent conversation. Corrections more than welcome.