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

To: waitwatchwander who wrote (61224)	3/21/2007 9:35:04 AM
From: JohnG	Respond to of 196977

NOK will get a "Brain Freeze" due to their ice cream fantasies.

To: waitwatchwander who wrote (61224)	3/21/2007 9:54:52 AM
From: Jeff Vayda	Read Replies (1) \| Respond to of 196977

Interesting post and you seem to have put some time into it. But.... care to share how you developed your input values? If you are an order of magnitude 'off' on one of the inputs, how does that alter the output? Just one example, Current network design and the all powerful 'scale' arguments would seem to prevent anyone from building a 'pre-99' stand alone business. IMO the 'pay for one, pay for all' approach is an elegant solution to the problem and was in fact years ahead of its time. It is only now being digested by the community as a whole and will take some additional time to get all the various business (phone manufacturers, networks, components ect) to embrace the concept and incorporate it in their business.

To: waitwatchwander who wrote (61224)	3/21/2007 10:27:04 AM
From: LarsA	Read Replies (2) \| Respond to of 196977

NS, you wrote: "2) What is Qualcomm's HDR contribution worth? 5%" I think that kind of reasoning is fair. IF basic GSM, GPRS, EDGE, WCDMA, as pointed out here earlier, mostly can be done with IPR that expires soon, then maybe "HDR" is now what's important. To put a number on the value of those patents, I think, the market has to prove the value. As far as I'm concerned voice and text messages (SMS) are still the only killer apps. With the present arrangement QCOM wants 5% on stuff that are not presently or maybe never will be, enabled or enhanced by basic WCDMA or HDR e.g. a GPS, Carl Zeiss lenses or 7 megapixel cameras. I would prefer if the next license had a provision for actual usage of the somewhat faster up- and download features of HDR. If, by checking with say Telcos, it turns out that up- and downloading is not as big a killer app as voice and text then it's not worth 5%. About Nokias potential to charge for their IPR, new and old: one major problem for QCOM must be their ambition to be a one-stop "pass-through center" for IPR, giving small companies, without much IPR to cross license, more of a competitive advantage. Major R&D, resulting in IPR, must be worth something. Btw, If QCOM has a couple (3?) of valuable GSM, GPRS, EDGE patents then I'm sure they can be cross licensed. Lars