Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pcstel who wrote (109558)	12/16/2001 1:22:48 AM
From: Jon Koplik	Read Replies (2) \| Respond to of 152472

royalties is spelled royalties. How did this ... 's ... business get so entrenched in American writing ? I just saw our kids' school use it in a communication to parents ! (Or, should I write "parent's" ?) Jon.

To: pcstel who wrote (109558)	12/16/2001 3:30:02 AM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

PCSTEL- That's 50 million subs in 5 years, which is conservative, $100 phones which is very conservative and you are forgeting that ALL the chips will be bought from Qualcomm AND the replacement rate for phones will likely be around 30% per year. Well done Irwin. Caxton

To: pcstel who wrote (109558)	12/16/2001 10:14:10 AM
From: Willie263	Read Replies (1) \| Respond to of 152472

Geez pc, this negative attitude of yours (or is that your's) is beginning to get to me... The good doctor (IJ) negotiated long and hard with the Chinese as we all know from the amount of time it took to reach an agreement. The low domestic royalty will 'jump start' CDMA phone production, and when China becomes an export powerhouse due to low labor costs, we will enjoy the increased royalties of 7.65% (I believe) on their exports. Did you notice when the Koreans were complaining about the Chinese royalty rates, they were offered the same deal as the Chinese and did not go for it. Must be a reason... Irwin negotiated a WIN-WIN agreement with the Chinese, which from my experience is very difficult to do. These increased export royalties will have a long lasting effect on QCOM's bottom line.