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

To: Eric L who wrote (68103)8/21/2007 8:31:03 PM
From: pyslent  Respond to of 197451
 
My quick back of napkin using a different approach than yours puts their WCDMA handset revenue at ~$3.981 Billion or 33% of their total handset revenue sales.

Thanks for you and slacker for your estimates. Do you happen to know offhand what is the corresponding share of WCDMA in terms of global revenue? It's not really relevant to the discussion at hand, but I'm mildly curious. I would guess that the market is nearly 40% WCDMA at this point.



To: Eric L who wrote (68103)8/21/2007 8:35:07 PM
From: golfinvestor  Respond to of 197451
 
Factoring what Nokia says on the subject, and what QUALCOMM says, I think your 3.5% might be a tad high.

If you are correct, a less than 3.5% rate is a gift from QCOM. As Slacker has said, QTL would have been in a position to charge NOK a higher royalty rate if they had gone forward with Spinco. QTL probably wouldn't have signed up to the unimaginable option to boot.


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