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

To: Raymond who wrote (28680)	11/9/2002 8:12:56 AM
From: foundation	Read Replies (4) \| Respond to of 197271

re: they should have collected a lot of money First, Q has noted that its royalties on infrastructure are minimal - and applied selectively to the air interface portion of the cell station assembly. (In perspective, this makes good sense, just as HP sells printers at a loss and reaps its windfall from ink cartridges.) Secondly, as has been recently reported, to date, relatively little wCDMA infrastructure has been installed: Message 18089856 To assume that all vendors have installed proportionally with ERICY may be an oversimplification of reality. Also, in what stage of installation and testing are ERICY's delivered cell stations? Perhaps even more to the point, revenues cannot be recognized by vendors until they can technically prove functionality, which has not occurred - and very probably will not occur this year - for dual mode equipment. Nearly all wCDMA infrastructure installed globally will be dual mode. Subscriber equipment presents the supermajority of royalty opportunities. To which we can count FOMA's 140K handsets to date....

To: Raymond who wrote (28680)	11/9/2002 9:53:09 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 197271

Raymond, I asked QCOM investor relations that question. Specifically, I was trying to figure how much Nokia's booking of wcdma revenue would add to qcom's bottom line. I was reminded that unlike handsets, QCOM does not receive royalty on every component of infra. So the big pay day is ahead, when handsets are shipped in volume. Ramsey

To: Raymond who wrote (28680)	12/20/2002 10:13:17 AM
From: waitwatchwander	Respond to of 197271

TDC Picks Ericsson For 3G unstrung.com 12.20.02 COPENHAGEN -- Ericsson has been selected by Danish operator TDC Mobil as the primary supplier for a WCDMA 3G network in Denmark. TDC Mobil is the first operator in Denmark to announce their choice of vendor for 3G. Deliveries will begin in January 2003 "We are proud to be chosen by TDC Mobil as their primary WCDMA network supplier and we look forward to continuing the long and positive working relationship we have had with TDC Mobil on GSM and Wireless LAN," said Ib Byder, President of Ericsson Denmark. "This contract reinforces Ericsson's position as the leading supplier of 3G solutions in the world." The WCDMA contract with TDC Mobil underlines Ericsson's position as the world's leading supplier of 3G mobile systems. Ericsson has now been named as vendor in 37 out of 72 publicly announced WCDMA agreements announced to date and has a global market share of 40 per cent. Ericsson is shaping the future of Mobile and Broadband Internet communications through its continuous technology leadership. Providing innovative solutions in more than 140 countries, Ericsson is helping to create the most powerful communication companies in the world.