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

To: lkj who wrote (6644)	1/29/2001 4:45:53 AM
From: lkj	Read Replies (1) \| Respond to of 196507

cfoe and everyone, Through PM, someone pointed to me that I made the mistake in assuming that all CDMA handset ASIC sales were from Qualcomm. I was wrong, and my calculation was off. I would like to ask you to help me with the following questions. 1) What is Q's market share in handset ASICs today? According the the post by Webster: Message 15259401 Nokia sold 1.9 million chipset last quarter for an 8% CDMA market share, which means that the CDMA chip sales was 23.75 million for the last quarter. Q's 15 million will only be a 63% of the market share. This number is a lot less than I would expect. 2) Is there anyone besides Mot/Nokia/Intel making CDMA handset ASICs right now? 3) On ASICs, Mot doesn't pay any royalty. Is Nokia under the same contract as Motorola? 4) I vaguely remember that Q gets about 10% royalty on handset ASIC sales by anyone besides Lucent and Motorola. Is this number correct? I am trying to do a calculation for Q's earning for the 2nd half of this fiscal year, any help would be greatly appreciated. Khan