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


To: carranza2 who wrote (13330)7/26/2001 7:44:08 PM
From: cfoe  Respond to of 196617
 
Did anyone catch the first Q&A about the 10% revenue increase from Q3 to Q4? Analyst posited that almost the entire increase was due to QTL and asked how they could predict that.

Thornley's answer was that analyst was correct and then added that "it was in the bag;" and intimated that a lot of it was from NOK! So NOK, in addition to granting a non-royalty bearing cross license to its IPR, also paid a big licensing fee, even though that was not mentioned in the press release of the license extension.



To: carranza2 who wrote (13330)7/26/2001 7:50:13 PM
From: trilobyte  Respond to of 196617
 
I think IJ should whisper in their ears they'll lose all
their market share to PCS and Verizon if they go WCDMA.