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Technology Stocks : The New QUALCOMM - Coming Into Buy Range -- Ignore unavailable to you. Want to Upgrade?

To: JeffreyHF who wrote (5970)	2/15/2010 8:17:07 PM
From: ryhack	Respond to of 9129

Jeffrey, Do you mean to suggest that CDMA isn't toast? Stand-along LTE (without CDMA in a dual mode handset) won't cover the hinterlands in the middle of nowhere right out of the gate? Sounds like Flarion and Q's work on OFDMA was worthwhile. What is next....GSM will stick around for many years to come? Tongue firmly in cheek! Ryhack

To: JeffreyHF who wrote (5970)	2/16/2010 11:31:09 AM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 9129

As for LTE royalties, Qualcomm already has licensed three of the top five handset makers for all 4G technologies. True, but I also recall that Paul Jacobs stated about 3 years ago at an analyst meeting in New York that Qualcomm would be pleased to accept a lower royalty rate for patents for LTE. This was logical, inasmuch as QCOM holds proportionately fewer patents for LTE than for the various forms of CDMA. So, if QCOM can get about 4% on CDMA royalties and maybe 2.5% to 3% for LTE, it appears QCOM thinks this state of affairs is acceptable. I do too, but I am also inclined to adjust my valuation of the company's earning power accordingly. Art