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 : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: sag who wrote (18475)	2/24/2002 8:04:52 PM
From: Eric L	Read Replies (2) \| Respond to of 34857

sag, << With regard to who has the lead in WCDMA chipsets, it is important to remember that only four companies are licensed by QCOM for merchant ASIC sales. The four companies are Phillips, LSI, TI and Prairie Comm. >> Motorola can also manufacture for other Qualcomm subscriber equipment licensees, and Lucent (possibly Agere) can as well. From the 9/01 10K: We have entered into arrangements with LSI Logic, Philips, Motorola, Lucent, Texas Instruments and PrairieComm permitting those companies to manufacture and sell to QUALCOMM's subscriber unit licensees certain CDMA application-specific integrated circuits utilizing certain of QUALCOMM's patents. I suspect that there will be more manufacturers added as time rolls on since unlike cdmaOne/cdma2000 Qualcomm has no control of either DS or TDD architecture which will tend to open things up. << My understanding, of the terms of the license to merchant vendors, allows QCOM to collect a royalty on both the chipset sale and again on the handset sale. >> So sayeth the 10K: In every case, the right of the subscriber unit licensees to use such integrated circuits is subject to the payment of royalties to us on the products into which the integrated circuits are incorporated. All that said, if there is one thing I understand about Qualcomm royalties, there is a lot that I don't understand. <g> << Below is a link to QCOM's WCDMA solutions (underWCDA/UMTS) >> I see one sampling solution (MSM52000) and also some long promised potential solutions (including one that recently slipped out a quarter) and all but that one due to sample in 2003. I'm most interested in seeing when production of the MSM5200 commences. - Eric -