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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 (44108)	1/9/2005 1:23:19 PM
From: hedgefund	Respond to of 197409

Jim, thanks for the Nesbitt analysis. I have often wondered about the durability of Q's patent position and think the analyst provided some good assurances. His conclusion is that Q's royalty rate poses a greater risk than the expiration of patents/licensing agreements to the Q in the future. According to the analyst, the carriers and equipment suppliers will have a greater incentive to utilize other technologies that charge less. But, in that case, I would assume that Q would do what the Saudi's do: use its income steam and pricing power to lower prices whenever a new technology rears its head and before it gets an embedded base and then raise the prices after the threat has passed. Great report, thanks.