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

To: Jim Mullens who wrote (38941)	1/22/2004 12:49:35 PM
From: Cooters	Read Replies (1) \| Respond to of 197214

RIMM is already a licensee. qualcomm.com Here's two Blackberries from Nextel. Retail before rebate : $450 and $550. Ouch! nextelonline.nextel.com

To: Jim Mullens who wrote (38941)	1/22/2004 12:59:34 PM
From: pyslent	Respond to of 197214

The royalties ought to be good and a new license also. What do those Blackberries go for? Not a new QCOM licensee, as the CDMA Blackberry 6750 was first sold thru Verizon about a year ago (http://www.phonescoop.com/phones/phone.php?id=190). It seems to have disappeared from the shelves (perhaps soon to be replaced by a color model), but i seem to remember that it was selling for about $300. BB users swear by the usability of their devices for reading and composing email, but their capabilities as a phone are quite limiting, IMO. Their real ace in the hole is their push email service, which delivers real time corporate email to users with the installation of an enterprise blackberry server. Once a corporate IT dept has made an investment on a BB server, it is VERY difficult to convince them to support any other mobile devices for email. As the first mover into the enterprise email space, they have a significant captive audience already (actually, only 1M users, but that's probably 80% of the current market for enterprise email). Of course, they recently announced that they would be porting software onto Palm platforms (after already supporting Nokias and symbian), which suggests to me that they intend on giving up on the lower margin device market. The Treo600 actually licenses some of RIM's keyboard patents (after a lawsuit).