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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 (57767)12/15/2006 11:20:36 AM
From: Jim Mullens  Read Replies (2) | Respond to of 197629
 
C2- Re: "ETSI has also declared that it will no longer be mandatory for the organization to select technologies purely on the basis of their technical merits and regardless of other considerations."

Didn't know it ever was / wasn't WCDMA selected over CDMA2000, resulting in-

+ several years delay to WCDMA commercialization

+ QCOM having to solve WCDMA technical problems

+ QCOM thus diverting some of its resources from CDMA2000 with likely delays in implementing EV-DO revisions, etc.



To: carranza2 who wrote (57767)12/15/2006 7:15:51 PM
From: rkral  Respond to of 197629
 
"Declaring terms and conditions ex ante is no big deal for Q, but I wonder if the new rules will require Q to disclose the exact amount of the licensee fee."

Unless things change drastically, license fees are not material. For FY2006, in millions of dollars ...

Royalty revenue (from external customers)   2,465
(Amortized) license fees                       50


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