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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?


To: JohnG who wrote (5368)10/5/2002 9:12:18 PM
From: Maurice Winn  Respond to of 12232
 
John, I don't think RoamAD will help GSM. It's just another nail in the coffin.

However, 802.11b and cdma2000 can do wonders together to deliver cyberspace everywhere at low prices. 802.11b will help QUALCOMM because it'll drive prices down, forcing telcos to cut their prices to maintain customers.

The lower the prices, the better it is for QUALCOMM because it'll mean more people buying more CDMA gadgets.

People won't want just an 802.11b device because they'll have limited coverage. They'll want both. Since QUALCOMM royalties are based on the device wholesale price and including various modes will raise the price somewhat, QUALCOMM will collect royalties on the 802.11b components too. Pretty cool!

There is an upper limit to royalties [so companies which make a car with cdma2000 don't have to pay 5% of the value of the car or other appliance to QUALCOMM]. I don't know what the upper limit is, but I suppose it's close to $1000 wholesale price.

Not many gadgets will be at that level - I guess US$200 average.

Mqurice