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

To: slacker711 who wrote (76064)	4/2/2008 9:32:31 PM
From: slacker711	Read Replies (3) \| Respond to of 197227

Q is again showing a device that illustrates their vision for "pocketable computing" with the Snapdragon chipset. Unfortunately, the prototype still has the MSM7201a processor...but at least this time, they acknowledged the discrepancy. OTOH, the fact that they believe that they will be able to get to sub-$300 pricepoints is a very big deal. That immediately makes these mainstream devices. They will just need the carriers to offer more flexible pricing plans. Video at the link.... crunchgear.com Hands-on with the Qualcomm ‘Pocketable Computing Device’ prototype Written by Doug Aamoth April 2nd, 2008 2 Comments Did a little fondling of a prototype device from Qualcomm that’ll be hitting the market soon at under $300. It’s basically a super beefed-up Windows Mobile machine similar in size to the Nokia N810 (and with a QWERTY keyboard to match). The big feature is the 1GHz processor that it’ll have and its ability to play HD movies. Devices like this will be here the second half of this year. Hit the jump for more specs. Form Factor • Pocket-sized communication, entertainment and navigation device • Day long battery life Ubiquitous Connectivity • Seamless connectivity through WWAN, Wi-Fi and/or Bluetooth technology Productivity and Internet • All in one light weight pocket size device — phone, GPS, browsing, connectivity, Mobile TV • View and edit spreadsheets, documents, movies, maps, etc. • Stay “connected” to social networks, IM, video and chat • Integrated camera and video Content and Location Services • Built in GPS provides “personalized” location-based content • Allows viewing of streaming and locally stored high definition (HD) content Target Market • Consumer—Mature & young adults, tech savvy

To: slacker711 who wrote (76064)	4/3/2008 2:02:40 AM
From: pyslent	Read Replies (1) \| Respond to of 197227

Cross licensing at RIMM Per RIMM's conference call today, RIMM made an interesting acquisition, perhaps in order to avoid the 16% IPR tax in the future :). As it was, they reported gross margins of 51% (including services), but hardware sales amounted to 81% pf earnings, meaning that even if 19% of their revenue came with 100% gross margin, their hardware sales alone had 32% gross marginsat the worst, which is already better than many of the cabal members. seekingalpha.com "Maybe one last quick question. Could you talk about what the $310 million in intangible assets in the acquisition for the quarter was? Edel Ebbs That was a patent acquisition. Jim Balsillie I mean it is basically just buying a patent portfolio. Some of them are encumbered in some areas and some are not. It is a lot of fundamental IPR. Very fundamental IPR. It is very, very helpful in having a strong, strong patent portfolio in licensing discussions and we are very fortunate to have been able to acquire and develop a very powerful patent portfolio and we will likely continue. "