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

To: talksfree who wrote (68745)	9/13/2007 9:19:16 AM
From: mindykoeppel	Read Replies (1) \| Respond to of 197385

If Q is responsible for Verizon's payment to BRCM, then every other carrier and mobil phone manufacturer would have signed up with BRCM if the payment was on Q's back not on theirs.

To: talksfree who wrote (68745)	9/13/2007 10:55:20 AM
From: pyslent	Read Replies (1) \| Respond to of 197385

"all license agreements have indemnification provisions whereby the licensor indemnifies the licensee (Verizon) from any liabilities and claims by third parties arising from any IP infringement. " I'm not sure I follow your statement. If Verizon is the licensee, do you mean Qualcomm is the licensor? If so, it seems like you are saying that chipmakers automatically pass-through all licensed IP to their customers. That's certainly not the case with Qualcomm's IP!

To: talksfree who wrote (68745)	9/13/2007 3:00:24 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 197385

A FRANDly agreement with Broadcom would of course include any payments QUALCOMM has to make to third parties such as Verizon: <And remember that anything Verizon pays will likely come out of Q's pocket as all license agreements have indemnification provisions whereby the licensor indemnifies the licensee (Verizon) from any liabilities and claims by third parties arising from any IP infringement. I expect Verizon will pass through all of its payments to Q, so Verizon does not care > So the royalty will be $6 plus 5.5% plus an upfront signing fee of $20 million [to cover legal costs] plus $300 million or maybe $1 billion [inflation and all that since the original upfront fees] .... plus 'over a barrel' payment ... plus risk adjustment and market growth fee. Mqurice