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: sag who wrote (91011)	4/22/2010 11:28:07 AM
From: planetsurf	Respond to of 197139

The Apple iPhone is assembled by a Qualcomm licensee. Qualcomm is paid a royalty by the manufacturer on the wholesale selling price from the manufacturer to Apple. No licensee pays Qualcomm on the retail price of a handset! The debate on Apple is that Qualcomm is allowing Foxxcon,the manufacturer to sell a Qualcomm licensed product to an unlicensed end seller,Apple. Pretty tough to tell Apple or Foxxcon to screw off when Qualcomm is trying to sell chips to Apple. So we all wait around for a Verizon iPhone for CDMA or LTE. Nail ... head ... you ... hit I'd add 1 more point to the QCOM/APPL enigma. As was pointed out on this board by someone else, IF the IPhone goes to Verizon it could be good or bad: A. it has a QCOM chip and we're all happy here B. if not, will the lose of chip sale hurt QCOMs bottom line (folks buying IPhone vs a Q powered Android or Blackberry) -OR- C. will a Verizon IPhone that doesn't have a Q chip still help Q because it is GREATELY increasing the average cost. (So Q gets a higher % in royalties but loses a $30 chip sale.) Anecdotally, I know a few older folks that never had a "smart phone" before but have an IPhone because they consider it so easy to use or a must have toy.