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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 (50666)2/28/2006 11:15:14 PM
From: carranza2  Read Replies (2) | Respond to of 197214
 
Jim,

It's a deduction from the fact that we have found out today that Q does not really offer a smorgasbord deal. The fresher dishes per PJ are excluded from the menu. They either have to be negotiated for separately or included in a new license.

I assume that this is what has lead to friction as WCDMA is simply not fast enough to lead to widespread implementation. The newer stuff, HSDPA and HSUPA, must be on the negotiating table, and the deals being offered I suspect are not as cheap as for WCDMA.

Just a guess.



To: Jim Mullens who wrote (50666)3/1/2006 8:43:07 AM
From: Clarksterh  Respond to of 197214
 
I read the sketchy “news conference (limited to 3 folks from Bloomberg / reuters??) ” Q&A and did NOT get the impression that the Q was raising it’s royalty rates for 3GSM (WCDMA).

I too did not get that impression. There was nothing new that I saw in that telecon transcript although it was a good summary. Certainly nothing gave me the impression that the rate was going up.

Clark


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