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

To: kech who wrote (146659)	5/30/2018 4:52:31 PM
From: Qurious	1 Recommendation Recommended By lightsout1684 Respond to of 196425

kech, I would argue the polar opposite. If Q rolls its SEP royalty into its ICs, it can throw in its non-SEP IPs for free, which it has every right to do. Then it can license its SEP to modem manufacturers like Intel, Mediatek, Spreadtrum, Huawei etc. on a FRANDly basis, commensurate with what it can justify as the royalty it priced into its own modems. If Intel, Mediatek et al want access to Q's performance enhancing but non-SEP IPs, well, they are going to have to pay through the nose! Since they are non-SEP, hence work-arounds, Q is free to charge whatever they want. Imagine how soon these pesky competitors will disappear!