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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 (49764)	1/22/2006 1:36:58 PM
From: slacker711	Respond to of 197037

Ericsson is not in the CDMA infra business any more. Sorry, I meant both CDMA and WCDMA in that context. I guess that Ericsson has a rather strong hand when they negotiate agreements. Nokia and Motorola can claim the same type of bargaining power. Between them, they make up nearly 50% of the WCDMA handset market....and yet the royalties keep flowing in and the royalty percentage still looks to be above 4%. I'm not saying that everybody is paying 5% and above, but I dont think anybody is paying much below 4%. As I have said in other arguments that have gone on years to long....all of this speculation might have made sense years ago, but we actually have data now. If the percentage slides as WCDMA makes up a greater share of the royalties, I'll admit I was wrong....but until then, the facts are on Q's side. Slacker