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

To: iggyl who wrote (30596)	1/1/2003 9:49:22 AM
From: Jim Mullens	Read Replies (1) \| Respond to of 196584

Iggyl- In response to your follow-up statement “I listened to the London conference a couple of times, particularly with regard to the IP agreements and I thought that IJ said that there was little royalty free pass through on the WCDMA IP gained by Q through cross-licensing agreements.”<<< I just replayed a couple of passages in the Q&A relating to IPR cross licensing and pass thru. I believe the answer by Mr. Thornley and Dr. I J to the first question (which was difficult for me to understand) at 4.20 was the most appropriate. (best efforts at quoting) Tony- “Royalty free, doesn’t show up anywhere.” Dr. I J- “ Small amount if any, not significant” “There are also agreements about some situations where IPR included in our chips gets passed thru to our handset manufactures so they can save on royalty as well” At 5:18 there is another question regarding the licensing model- cross licensing and pass thru that I think you may be referring to. Dr. I J says “IPR pass thru is not a major factor”. I believe what he is saying in reference to his first answer is that >>>….with the IPR pass thru, GSM royalties are not a “major factor” to our handset manufactures. Hope this helps- Jim