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: mindykoeppel who wrote (72828)	1/1/2008 7:50:11 AM
From: mindykoeppel	Read Replies (1) \| Respond to of 196847

Here's the court order uniontrib.com/more/injunc

To: mindykoeppel who wrote (72828)	1/1/2008 8:51:59 AM
From: scratchmyback	Read Replies (1) \| Respond to of 196847

Does this mean that Qualcomm would have to pay the royalty only from the price of the chip, not from the price of the phone? How big a portion of the phones ASP would the price of the chip be? >>The court set royalty fees of 6 percent and 4.5 percent for two infringing technologies used on the EVDO chips but did not set a fee for the walkie-talkie technology. The fees are taken from sales revenue that Qualcomm makes when it sells a chip with the Broadcom technology. Qualcomm would have to pay more than 10.5 percent of revenues for some chips because they violate all three patents, Rosmann said. Others violate one or two.>> signonsandiego.com

To: mindykoeppel who wrote (72828)	1/1/2008 10:42:56 AM
From: Michael Allard	Read Replies (1) \| Respond to of 196847

"The analyst expects sales of WCDMA phones in North America this year to more than double to 11.5 million from 2007." If QCOM had a 50% market share of WCDMA North America chips, then if this analyst were correct, they would sell 5.75 Million chips in 2008. At an average price of $25 each, the 10.5% royalty due to BCOM would be a whopping $15 Million.

To: mindykoeppel who wrote (72828)	1/1/2008 12:02:15 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 196847

10.5% for three poxy little obvious patents: <The court set royalty fees of 6 percent and 4.5 percent for two infringing technologies used on the EVDO chips but did not set a fee for the walkie-talkie technology. The fees are taken from sales revenue that Qualcomm makes when it sells a chip with the Broadcom technology. Qualcomm would have to pay more than 10.5 percent of revenues for some chips because they violate all three patents, Rosmann said. Others violate one or two. > Maybe Judge Selna is trying to help QUALCOMM by this subterfuge of establishing a reasonable royalty rate for patents. At 3% per patent, and with QUALCOMM's patent wall, QUALCOMM should change the business to selling individual patents at auction. 1000 patents = 3000%. That's better than the current 4% average and less if Art's and George Gilder's ideas are adopted. 4.5% for a single patent is excellent news: <The royalty rate associated with a patent on using two networks was set at 4.5%; the two companies were ordered to negotiate a royalty rate on the push-to-talk patent. > When Broadcom wants to buy the rights to QUALCOMM intellectual property, we now have a price to offer them. If they don't like it, they can go to hell. Mqurice