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

To: verdad who wrote (127540)	3/14/2003 11:36:55 AM
From: Eric L	Read Replies (1) \| Respond to of 152472

<< NOK will pay full royalties to QCOM for these EV-DV chipsets, so if you're a QCOM fan, it shouldn't matter either way, right? >> Royalty wise it doesn't matter. NOK does of course pay full royalties Where there is a potential impact (depending on the sucess or lack of same for Nokia's 1xRTT handsets or in the future for EV-DV handsets) is on revenue to QCT, those nice high margins Qualcomm enjoys, and on chipset market share which the analysts watch like a hawk, and which consequently potentially affects share value. - Eric -

To: verdad who wrote (127540)	3/14/2003 11:45:54 AM
From: mightylakers	Respond to of 152472

<ggg> You don't even know who is on your side, I mean your group.

To: verdad who wrote (127540)	3/14/2003 2:06:26 PM
From: golfinvestor	Read Replies (1) \| Respond to of 152472

<NOK will pay full royalties to QCOM for these EV-DV chipsets, so if you're a QCOM fan, it shouldn't matter either way, right?> Wrong. EV-DO works and is available today. EV-DV is in development. Delays in royalties and ASIC sales due to carriers (PCS for example) skipping EV-DO to wait for EV-DV can not be a good thing for QCOM. Just look at how the delays in launching wCDMA has hurt Q's short-term revenue stream. Sorry Cooters, someone has to set the record straight for the newbies who may think verdad knows what he is talking about.