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


To: Maurice Winn who wrote (76021)4/1/2008 4:31:11 PM
From: pyslent  Read Replies (3) | Respond to of 197209
 
Also, they were a participant in the 16% GSM licensing rort in which the GSM Cartel ring-fenced their state-protected anti-competitive trust which required people without participation to pay them big heaps.

I've always thought that this was only a theoretical "rort." Does anyone actually pay 16%? Does LG? Samsung? Apple? With margins as thin as they are in the handset industry, I don't see how a smaller player can make a decent business with that kind of a royalty burden. Without scale and IPR, it just would not make sense to enter that market. And yet LG, Samsung and Apple seem to be doing OK.



To: Maurice Winn who wrote (76021)4/2/2008 6:46:02 PM
From: AlfaNut  Read Replies (1) | Respond to of 197209
 
Alfa, the total royalty on W-CDMA is apparently about 12%. QUALCOMM gets 5%. So the others get 7%. Nokia has a lot of the bells and whistles patents so they'll be getting a good chunk of that 7%. So they must have licences which are paid for.

Do we really know this? Is there any direct evidence for the 12%, and in turn, 7% figures? I am unaware of anything that would support these numbers, but am very interested if such info is out there.