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

To: Ramsey Su who wrote (93328)	2/5/2001 8:02:09 PM
From: The Verve	Read Replies (5) \| Respond to of 152472

Ramsey...are you confident in your 4.5% royalty on basestation number? It seems high...from snippets I've gathered over time I was always under the impression it was closer to 1 or 2% - I may be wrong. Here's a rough sketch on how NOK's umts efforts would affect Q's bottom line (Presuming, of course, that Q recognizes the revenue immediately - which doesn't happen, but assuming it is...) NOK has announced they'll be installing 100,000 wcdma basestations this year, tripling to 300,000 next year. If a base station sells somewhere between 250K and 500K - and we use your average of $375K per station, it plays out like this. 375K X 4.5% = $16,875.00 $16,875.00 X 100,000 basestations = $16,875,000.00 Does this seem right? Verve