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: Dexter Lives On who wrote (118392)	5/8/2002 2:46:34 PM
From: Maurice Winn	Respond to of 152472

Rob, if you count actual subscribers rather than claims about market share, you'll find the hagfish standard of slime has almost no subscribers [100,000 or so in Japan - not working very well and not very popular but at least it's expensive]. The amazing cdma2000 world on the other hand has millions of subscribers already with millions more signing up flat out and more networks on stream in the USA and starting around the world, including Japan. So it is not true to claim VW40 has greater market share and economies of scale. What's worse, there's no backward compatibitility whereas in the cdma2000 world, carriers can build out the new stuff and all the old equipment and handsets will keep working while it is gradually replaced depending on subscriber demand. Mqurice

To: Dexter Lives On who wrote (118392)	5/9/2002 10:08:44 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 152472

rob: I was kidding, as the <g> indicated. This Nokia call to limit royalties to 5% is as two faced as things can get. As I posted on the other thread: Message 17446533 The Euro GSM IPR holders (nokia included) have been milking the GSM cow to the tune of around 29% royalties for donkeys years, and using those royalty rates to create their monopoly position in the marketplace and shutting out Asian and other competition by making them pay huge royalty rates - see the excellent analysis of GSM IPR development posted by Ramsey: www-edocs.unimaas.nl The only reason that Nokia is making such a noise is that they see an end to the cash cow of GSM IPR royalties that they have been milking for so long. Now, having signed a licensing agreement for CDMA technology with Qulacomm, without which they can sell no infrastructure equipment or handsets, they are mounting a PR campaign to paint the miserly 4.5% or so Qualcomm gets as excessive. As I said on the other thread, people in glass houses shouldn't throw rocks. Time someone pointed out how high the rates are on GSM handsets. If Nokia et al had been forced to live with a 5% cap, their margins would look much leaner than they have. David T.