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

To: limtex who wrote (62769)	4/18/2007 1:23:22 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 197208

Made in China. No royalties for QCOM on TD-SCDMA. <As Huawei has had a large amount of CDMA2000 and WCDMA equipment and terminals and reached agreements with Qualcomm on patent authorization, it will pay one percent of the domestically-sold products to Qualcomm as patent fee and six to seven percent of the exported products as patent fee, according to an official with Huawei. > Since there won't be any exports, there won't be any royalty. They might as well make it 100% or 200% royalty on TD-SCDMA exports. But it looks as though QUALCOMM won't get even 1%. If total royalty on TD-SCDMA is 15%, and QUALCOMM gets 2% of that, then QUALCOMM gets near-zero royalty. <Chinese companies should have advantages in the key TD- SCDMA patents. There is no latest statistics on the basic TD- SCDMA patent owners. There was some statistics showing that Nokia owns 32 percent of the patent rights, Ericsson 23 percent, Siemens 11 percent, Datang Telecom 7.3 percent, and Qualcomm 2 percent. > It looks as though QUALCOMM is going to be successfully swindled out of their technology. King George II is going to find his expected revenue down by a few $billion a year. Fortunately, there is a LOT of stuff Made in China which goes to the USA, so some tariffs should punish China. Japan and other countries might back the USA against intellectual property theft by China as they don't want their things stolen either. I note that they don't mention that QCOM would get ASIC sales in lieu of intellectual property sales. Mqurice

To: limtex who wrote (62769)	4/18/2007 1:30:33 PM
From: waitwatchwander	Respond to of 197208

---> patent owners like Qualcomm, Nokia, Motorola, and Ericsson - Gang of Four Every time I put you on ignore you come back with some real gems. You have out done yourself this time around. So .... It looks like the we've finally reached the head of the stretch. At the end of 2005, we were at the 3 quarter pole and I was sleeping in the saddle. Hindsight is everything. How do the mighty Qualcomm royalties fall? Gang of Flavour Four China Others CDMA 3% 2% 3% UMTS(W-CDMA) 2% 3% 3% TD-SCDMA 3% 0% 3% HSPA/EVDO 2% 2% 2% WiMAX (*) 1% 1% 1% No one pays more than 3% for any combination. A cap of ~$500 on all subscriber equipment value inflation adjusted annually. WiMax includes MediaFLO, Flarion and Airgo patents. After 2010, all flavours of CDMA (CDMA,UMTS,TD-SCDMA) are free. After 2017, HSPA/EVDO is free. Royalties on newer technology should be priced lower so that the industry has incentive to push it over sticking with the older stuff. Perpetuity is unrealistic and unsustainable lawyer talk. May we all live happily ever after.