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

To: carranza2 who wrote (50682)	3/1/2006 10:11:40 AM
From: Jim Mullens	Respond to of 197208

C2 / +Jeffrey, re: NOK6 (POS) / Q raising royalty rates, and “. “The considerations expressed yesterday by PJ make BRCM's position a bit more understandable. It is negotiating for a license for which it will probably pay more than NOK, Samsung, and the rest of the manufacturers originally paid” It’s all speculation on our part. 1. BRCM may want the same terms as TXN, a royalty free license on their ASICs claiming their IPR in trade is equivalent to TXNs. 2. Theoretically, because of the NDA clause, BRCM should not be aware of TXN’s or any other licensee’s terms. 3. There is also the point that the Q provides favorable rates to those handset mfgs that use its chipsets. Perhaps the simple solution is to make everything “fair and balanced” and transparent and at the prevailing standard rate negotiated over the last several years..... ~ 5.5% of the wholesale handset price without preference to who supplies the ASICs . Some will benefit, some will lose (perhaps NOK / MOT / Ericy+ Sony), but it will be “fair”. Secondly, there is the GSM/GPRS/EDGE royalty issue be resolved. For the added NOK6 (POS)/ BRCM hassle, a ~5% rate for that (newer IPR) should be imposed.