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

To: JGoren who wrote (19558)	2/25/2002 5:48:27 PM
From: slacker711	Respond to of 196540

Thanks for the notes... A pretty good call...they tried to keep the focus on the impact of BREW/1x on replacement rates in the second half. Only negative (for me) was the comment that infrastructure royalties were going to become a smaller and smaller part of total royalties. I think that comment, combined with the lack of guidance on W-CDMA royalties, can only lead me to conclude that Qualcomm is not going to receive significant royalties from the roll-out of W-CDMA. I dont know if the percentage they negotiated with the big infrastructure players is lower (Nokia, Ericsson, MOT, LU, and NEC).....or if they are being applied to a smaller part of the network. It has to be one of the two because Qualcomm would otherwise start to see a pretty significant impact from these royalties during the second half of this year. Slacker

To: JGoren who wrote (19558)	2/25/2002 8:07:19 PM
From: Keith Feral	Read Replies (2) \| Respond to of 196540

<GSM1x; overlay with cdma2000 radio; peak data 134 kbps 1.25 mghz band; 2.4 megs in 5 mghz band> This is the first direct admission by Qualcomm that CDMA2000 can leverage capacity from a 1.25 MHZ carrier to a 5 MHZ carrier. I have been waiting 3 years for Qualcomm to announce what their anticipated data speed for 1X would be in a 5 MHZ channel. There is no reason for GSM carriers to be dissuaded with GPRS as the only approach from GSM to WCDMA, since the CDMA2000 1X air interface can boost data from 30 or 40 kbps to 2.5 kbps in a 5 MHZ channel. Damn, this is such a huge announcment I am going to have to listen to the conference call just to make sure you didn't make any mistakes on this one!! <gg>

To: JGoren who wrote (19558)	2/26/2002 9:40:48 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 196540

JG--Going over my notes of the cc, I got the impression that royalties may INCREASE because (1) the replacement market for higher end phones is becoming a larger percentage of the mix and (2) the new batch of phones from companies like Samsung contain so many advanced features that they add to the phone selling price. It also seems to me that companies like Verizon will really start pushing BREW enabled phones in order to distinguish the wide variety of services available on Verizon, compared to the slower, less versatile performance of its competitors. Art