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

To: slacker711 who wrote (93351)	2/6/2001 11:41:57 AM
From: q_long	Respond to of 152472

I sat next to a gentleman from American Towers the other day on a flight he said cell sites w/ basestations are running an average 250k for CDMA thats with tower property and structure cost. Sites overall can run upwards to 1 million depending on the lease of property. The bastation is only a portion of that.

To: slacker711 who wrote (93351)	2/6/2001 1:27:44 PM
From: SGJ	Read Replies (1) \| Respond to of 152472

"The two assumptions that we are making are the 4.5% and the fact that Qualcomm gets paid on the entire basestation (and not just a card). I wish Q's management would shed some light. It is impossible to get an accurate earnings estimate (especially for next year!) without having at least a range to start from." We also have to assume that NOK is going to pay the royalty

To: slacker711 who wrote (93351)	2/6/2001 1:50:51 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 152472

If I recall correctly, to upgrade a GSM base station to WCDMA doesn't require an entirely new set of equipment. Certainly to upgrade a regular CDMAOne base station to CDMA2000 is relatively cheap. Thus, the value added cost of the upgrade, which involves QCOM patents, should be the portion of the upgrade subject to royalties. I believe that would be less per unit than the amounts mentioned earlier on this discussion board. Even so, it should generate additional revenue for QCOM.