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

To: carranza2 who wrote (117289)	4/24/2002 11:13:05 AM
From: slacker711	Read Replies (1) \| Respond to of 152472

If I remember correctly, and I may not, doesn't Q get infra royalties when the networks go commercial? If that's the case, Q should get a flood when the networks become operational. The kicker, of course, is when that will happen. Unless they are being incredibally conservative there should have been some comment on these royalties. Docomo now has 60% of Japan covered with their W-CDMA network. They have spent billions on infrastructure. Nokia and Ericsson have been shipping W-CDMA infrastructure for a couple of quarters now and have reiterated a dozen times that they will be recognising the revenue during the second half of this year. The royalty could be as low as 1% and I still think it would have big impact on the next couple of quarters. Would love to hear comments from others. I was really hoping that W-CDMA infrastructure royalties would provide a boost before handsets began selling. Slacker