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: planetsurf who wrote (75472)	3/13/2008 7:14:29 PM
From: pyslent	Respond to of 197239

QCOM has already established an industry standard for their pool of patents, ~5%. My guess is that Nokia's offer starts from this standard rate and subtracts out consideration for 1) what they see as the difference in value of Qualcomm's patents in CDMA vs. WCDMA, 2) what they perceive as the value of their own IPR, and 3) what they perceive as the value of the Qualcomm IPR that's "paid up" to Nokia (that others still need). I agree with you that the points 1 and 3 are irrelevant if Nokia accepts the patent bundling scheme that has Qualcomm offered, but I expect that they are questioning the legitimacy of that also. In general, my feeling is that it's fair for Nokia to be paying less than the standard rate. How much less is not at all clear, but 3.5%, seems about right to me.