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

To: engineer who wrote (99440)	5/19/2001 12:53:35 AM
From: pcstel	Read Replies (3) \| Respond to of 152472

Engineer: "And at that time, they were still only talking about teh modem part. People on this board were PROJECTING by rumor that this meant the entire laptop. " That may be true.. But, we did not start seeing the "Modem Card License" until early 2000.. So I guess up until that time.. You did not need a new license to do a modem card? And in addition.. If this is true!!! Then, why was QCOM even working with the Laptop Vendors.. Do you really need Laptop Vendor Support to build a plug in Modem card for your PCMIA slot on your laptop? Can't believe that Qualcomm could not figure that out without Vendor Support? "100 electric meters by 802.11 or bluetooth and relays the information back to a central office. Q may be the one to get royalties off of the HDR repeater box, costing like $150 or so. " Sounded better when Qualcomm was going to get a royalty off each meter Patent # 5,748,104 May 5, 1998 Wireless remote telemetry system: A wireless remote telemetry system which uses low-cost remote communication devices operating on existing wireless communication systems in order to provide real-time reading and control of remote devices. In an embodiment applicable to utility service, consumption of electrical power among a population of customers is measured by a utility metering system having a wireless communication capability. The metering system comprises a remote metering unit which communicates with a central controller over existing wireless communication systems, such as cellular base stations, using existing communication standards. The remote metering unit transmits various messages over a shared random access channel to a central controller. The central controller transmits messages to the remote metering unit over a paging channel. The remote metering unit may operate in a half-duplex mode only. Furthermore, the remote metering unit may provide a gateway to advanced consumer services at the remote location. Oh! Well.. I guess a central HDR box at $150. (To send the 3 bytes of data a month per household per meter which sounds like over-kill.. (Maybe they could use some of those old Q Phones @ 9600kbs Instead?) Is better than nothing..Let's see.. 4% royatlies off each one of those expensive digital power/water/gas meters, or 4% royalties off of $150 dollar central controller? Sounds like an investment into the companies making 802.11 must be a pretty good investment. After all, they will be shipping 200 chips for every single Chip qualcomm delivers in this configuration!!! Handsets.. Now there is another one of my problems.. How come Qualcomm keeps shipping a much larger number of chipsets. Yet royalties are not expanding at a level directly equal to the increase in Chip Shipments?? Cell Phones prices (and there royalties) keep dropping like a rock.. Remember when the StarTac sold for $600.. Now they are a couple of hundred!! If the phones price drops by 50% a year. You have to sell 2X the number of chips/phones to generate the same "flat" royalty levels.. Oh!! Well.. It's just a Wet pipe dream.. as Mightylakers pointed out. PCSTEL