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: rkral who wrote (62475)	4/12/2007 7:21:25 AM
From: scratchmyback	Read Replies (3) \| Respond to of 197026

<<...it has collected about 0.5% net from other manufacturers with 2/3 of the market>> rkral, Nokia stated that the "less than 3 per cent" excludes all royalty income collected by Nokia

To: rkral who wrote (62475)	4/12/2007 7:39:05 AM
From: waitwatchwander	Respond to of 197026

---> relative value of their WCDMA patent portfolios is huge I think you have got the numbers right. The only issue that should be on the table is that Nokia seems to like the words "was huge" and Qualcomm sees "is huge" as been more appropriate. Maybe negotiating through the press isn't so bad. They just need to come to terms on the follow-on value of both their patent pools. Whoever came up with the perpetuity component of the contracts was thinking ahead but, in the end, it might just be a slippery slope that's just too hard a overcome. It is easy to agree on the past. It is IMPOSSIBLE to agree on the future.

To: rkral who wrote (62475)	4/12/2007 2:22:43 PM
From: JGoren	Read Replies (2) \| Respond to of 197026

How do you reconcile the numbers? Note, that Qcom has not said 3% is false; it's just misleading. There is probably a cap in ASP, such as in notebooks and computers (which also answers the question about high-end multifunction devices) or quantity discount. Either way, if there is a cap on ASP, the stated rate of 4.5% apprx gets reduced to an effective rate of 3%. Yes. the NOK payment represents .5%. (source Bear, Stearns). It's merely a nominal payment to avoid wilful infringement. .