Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Brihack who wrote (53290)	7/6/2006 8:24:06 PM
From: Clarksterh	Read Replies (2) \| Respond to of 197013

However, I take some comfort in Bill Keitel's explanation at the most recent analyst presentation (William Blair) that Q's fundamental data techniques in EV-DO & Rev. A are largely the basis for HSDPA and HSUPA, respectively. It is certainly true that Qualcomm's HDR story was novel when I heard it, but I have never looked for key patents in it. Will have to do so. It was also interesting that he indicated that some of Q's customers reported that they were being asked to pay GSM royalties of 2-3x the rate that Q charges for CDMA. Oh to be a fly on the wall in the Q-Nokia negotiation sessions. My guess is that in total they pay 2-3x the amount, but it is in the form of small amounts to each player - e.g. 1.5% to company X, 2.1% to company Y, ... . And like it or not the irrational payors will say 'but we only pay a max of 2% to anyone else so you are obviously ripping us off'. Everyone can justify to themselves paying 1-2% to company X, but not 5% to Qualcomm. Clark