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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Caxton Rhodes who wrote (8943)2/27/1998 3:44:00 PM
From: scott  Read Replies (1) | Respond to of 152472
 
To All: When do QCOM's patents expire for CDMA and, thus, when does royalty stream end???
Thanx, scott



To: Caxton Rhodes who wrote (8943)2/27/1998 8:51:00 PM
From: Maurice Winn  Read Replies (4) | Respond to of 152472
 
Caxton you said: "He also said that there is no near term agreement with the Europeans re 3rd gen standards. He also said there would be no negotiation of lower royalty fees, they will remain in the low single digits."

So I suppose this didn't apply only to possible new licenses for CDMA vapourwear wideband which won't be ready until 2002 according to Ericsson and co? On the basis of less value for patents as patent expiration nears, it makes sense to reduce the licensing price.
Except that initially it needed to be cheap to entice financial and technical support. Then once proven and accepted, increase it during the middle years which is when Ericsson is trying to get in on the act.

I'm sure I saw somewhere that something like 6% is what some of the Koreans were paying. 2%, 4% or 6%, won't slow the onslaught of cdmaOne, but it will make a big difference to Qualcomm's net profit.

Mqurice