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

To: LarsA who wrote (61231)	3/21/2007 11:11:29 AM
From: slacker711	Read Replies (1) \| Respond to of 196981

OTA, of dvd quality videos, or a couple of 7 megapixel photos from your vacation, using HSUPA, will ever be a killer app? No, but I dont think this has anything to do with user speed or cost. There just isnt much of a reason to upload this stuff when NAND is selling for $5 a GB. They'll store the content and upload it onto a PC through a wire or WiFi. I think Sprint will be sadly disappointed in their sales of WiMAX enabled cameras/camcorders. The only real use I can think of might be if they allow streaming upload of a live video feed. Maybe the grandparents want to watch the soccer game live...but beyond that, MMS on cameraphones is more than enough. It is possible that some user created content along the lines of YouTube could become big. We'll have to wait and see how it plays out but a ton is going to depend on the operators opening up their pipes and pricing this in a way that makes sense for consumers. I wish we could monitor the usage and adjust the percentage a long the way. If no uploading - no 5% on 7 megapixel cameras or Carl Zeiss lenses. Sorry, but that really doesnt make any sense. If consumers are willing to pay the 5% premium that is what matters.... Slacker

To: LarsA who wrote (61231)	3/21/2007 11:44:29 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 196981

W-CDMA is worth 12%. GSM is worth 16%. Therefore, CDMA2000 with upgrades is worth at least 12% because Au is whacking Foma. Au is CDMA2000, Foma is W-CDMA. Telecom NZ is whacking Vodafone [CDMA2000 vs W-CDMA]. So, how to increase the royalty from the silly, low 4% which CDMA has ended up at? To be FRANDly, which is apparently an obligation, the same deal has to offered to everyone, scummy, slimy hag-fish who cause huge litigation costs included, even if they steal intellectual property and have stinky feet. So, how about all new intellectual property agreements from now on be offered at 16% [the industry standard rate], with a countervailing discount for patents in return according to the value those patents add? If CDMA2000/OFDM and new stuff is being licensed, make it 16%. If W-CDMA is offered in return [the parts which aren't already QCOM's], give a 1% discount. Some cute W-CDMA bells and whistles perhaps add a bit, or even a byte, of value, though I haven't yet seen something in W-CDMA which does a better job than QCOM's CDMA2000. The main reason W-CDMA isn't selling like GSM is because it's in 2GHz and infrastructure is costing a fortune. Also, the service providers over charge for megabits per second because they are greedy. Also they lock people up into secret gardens instead of selling a fat pipe using "current price is..." p-----g. [Shhh, can't mention "pricing" in company of MBAs. Stacking it high and selling it cheap is anathema to marketing people - it's uncool and only losers do it. Losers like Wal-Mart, biggest, most profitable company ever in the "selling stuff" business]. I don't understand all the talk of QCOM REDUCING royalties even further, as though there is a gravitational effect or law of nature, which means royalty rates can only go down, not up. It is perfectly FRANDly to say "From now on, all new agreements will be at this new, market-set, rate". It is collusion on price to always offer the same price to all comers, with the market defined by a collusion of companies in SETI, which excludes other's technology, tying the market up into a bundled trust [a standard is effectively a trust in which property is pooled in a conspiracy to force markets into a single entity]. I think from 1 April 2007, all new agreements should be at 16%. The market has proven how good CDMA is. OFDM should be even better. Maybe from 1 April 2009, OFDM should be licensed at 20%. The would be a good April Fool's surprise for Nokians, who are NOT thinking along those lines. Mqurice