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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (83339)	5/22/2019 9:29:13 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95596

In all fairness Sam I don't know much about it either. What I do know is that I did a deep dive fundamentally on a lot of companies in the 90's. At that time QCOM was extremely proud of their patents and felt their revenue stream would be second to none because of their patents. Despite all the lawsuits since then nothing has happened that would would lead me to believe they were wrong in their belief. Unless patent laws are changed I expect QCOM will always expect to receive revenues from a multitude of companies for their CDMA patents. That should carry over to 5G as well. forbes.com Not many people know this, but Qualcomm owns the cell phone service known as CDMA. It’s the technology that underpins wireless networks. It allows your phone to send and receive data. If you’re a customer of Sprint, Verizon, or Virgin Mobile, your phone runs on it. Around 75% of Qualcomm’s profits come from its near monopoly on both 3G and 4G network patents. With a portfolio of more than 130,000 patents, Qualcomm can charge device makers like Apple and Samsung a licensing fee of up to 5% of the price of each phone they sell. Qualcomm collected $6.44 billion through its licensing segment last year. This business is ultra-profitable, as its 85% operating margin shows. Qualcomm holds 15% of the patents for 5G—the most of any company in the world. Which means it will charge many device makers a fee of 3%–5% on the price of each 5G device sold.