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

To: q_long who wrote (119127)	5/22/2002 10:40:17 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 152472

How would you suggest QCOM make $$ on BREW anyway they can! hey, if they can get away with charging a 10% download fee (or whatever you want to call it), more power to em! color me skeptical. my real point is not whether QCOM has the moral "right" to set up the payment scheme this way, but rather whether it will be accepted by the market to an extent which makes it profitable to QCOM, in excess of the marginal cost of capital spent on developing BREW and all the dollars lost on previous boondoggles. and this gets back to my point about R&D in general: the situation QCOM has in charging monopoly rents on CDMA IPR is extremely rare. normally what happens is a big slugfest amongst competitors, as now seems to be happening between NOK and MSFT (and QCOM? and whoever else? since according to the Forbes article, BREW is only number 5 on the list) w/r/t their respective mobile software strategies. they can all spend a lot of money on R&D, but i don't expect it all to pan out. i would rather see QCOM spend less on noncore R&D so that it can return valuable cash to shareholders. JMHO