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

To: Qurious who wrote (146729)	5/31/2018 6:08:35 PM
From: Jim Mullens	Read Replies (2) \| Respond to of 196649

Curious, Re: QCOM IP / royalty …………………………………………………….. Sigh squared, as it appears “we’re” (all of us/ some of us ?) are just talking past each other. 1) Fair royalty “ I did not raise the issue of how much royalty is fair based on how much IP is used. “ I believe you have in prior posts, opining that QCOM’s royalty is fair, perhaps not enough. 2) APPL ‘s argument?- AAPL couldn’t care less about the device vs component level. It’s all about cost. AAPL has stated their device royalty bogie--- $4/ unit. And, do you really believe that $13 would be acceptable to AAPL if it was paid via a modem add-on rather than the current method? 3) ".. simply a matter of shifting the royalty collection point from the handset to the chipset.."? There’s simply nothing simple about “the shift” as many of us have numerated in great detail in our prior posts, which you simply decline to address in any meaningful way . .