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Technology Stocks : PALM - The rebirth of Palm Inc. -- Ignore unavailable to you. Want to Upgrade?

To: David E. Taylor who wrote (3655)	2/4/2001 10:49:39 PM
From: pass pass	Read Replies (1) \| Respond to of 6784

Where did you get the number for CDMA market this year? As far as I know China and Europe are GSM land. Qualcomm's CDMA only has Korea and the US.

To: David E. Taylor who wrote (3655)	2/4/2001 10:51:19 PM
From: Tom R. Clarksburg	Read Replies (1) \| Respond to of 6784

David, The PALM OS licensing fee PALM charges all its licencees is not a fixed royalty but a variable royalty. Palm charges, according to Carl Yankowsski "high single digits %" which means a 8-9% of MSRP fee per unit. That is what he said in the last conference call (in the Q and A). Donna Dubinsky (in the HAND conference call) also confirmed the fact that the licensing (royalty) fee charges by PALM is a % of MSRP, although she did not state a numeric %, as Carl stated. I don't know if the numeric given by Carl, was a standard fee across the board for all PDA licensees and a different fee for cell phone licensees---that is yet to be dug up. If the cell phone license fee is the same as the PDA, then you can just drool at the licensing fees PALM will get if all their cell phone licensees manage to sell 200 - 300 million smart phones in 2003 or 2004. ahh!! its good to dream!!