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

To: John Dough who wrote (22611)	2/7/1999 11:13:00 AM
From: SKIP PAUL	Read Replies (1) \| Respond to of 152472

QCOM gets royalty on every CDMA chip sold no matter who makes it, and every CDMA phone sold no matter who makes it. As long as it is CDMA QCOM makes money on it.

To: John Dough who wrote (22611)	2/7/1999 2:41:00 PM
From: limtex	Respond to of 152472

MT - This is now PhD level Q analysis. I wouldn't even start trying to work out a Japanese companies motives for doing something!! Just hope the market finds a reason to like it, if its true! Regards, L

To: John Dough who wrote (22611)	2/7/1999 9:04:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

ASIC competitors This is a yawn Mark. No big selloff on Monday. While some analysts might be surprised that there are some ASIC competitors with products ready, most would have been aware that several years ago, several ASIC producers paid millions in licence fees. They did not do this as a donation. $ill Gates is giving away $3bn or so in the biggest charitable donation in history. The licence fees paid to Q! were for the right to produce ASICs. Several have come close; VLSI, Motorola, Nokia. Unfortunately for them, Qualcomm has been so successful in racing ahead, moving the goal posts further and higher, that Motorola failed, having to revert to buying Q! ASICs for handsets. But they will persevere and adopt different design approaches to Q! with different functionality built in and they will gain a share of the market. Which is fine for Q! because they will pay Q! royalty fees for every ASIC they produce. If Q! had adopted a dog in the manger approach, they would not have had the cash flow, design skills and marketing to handle the huge range of equipment needed. There will be ASICs for hearing aid cellphones, ASICs for cars, ASICs for multifunctional handsets. All sorts. All will pay Q! money. These competitors will carry their own risks and use their own development money. If anything, there will be recognition of these successful ASIC producers as being GOOD for Q! Not only will Q! get a royalty for the ASICs, they'll get a royalty for the device which they go into. One day, Irwin Jacobs is going to be able to buy his own Electronic/Photonic/Quarkian Engineering University and fund brilliant students from around the world who are currently rotting in India, Africa, Russia and North Korea. He'll be able to fund heaps of them and make $ill Gates' donation look derisory. He has already funded San Diego university to the tune of $15m. This is all part of The New Paradigm. Mqurice PS: For enquiring minds, Waitangi day was the official institution of apartheid in New Zealand. In 1840, a treaty was signed between some of the Chiefs of some of the Maori tribes who were living in New Zealand at the time and the British Crown [hereinafter called The Poms]. The Poms agreed to run the show, with the Queen [Victoria at the time] as Chief Cook and Bottlewash. They agreed that Maoris could keep all their trees, fishing, land, and stuff they were using at the time. Maoris were to become British Subjects, but maintain their tribal title and common law rights to existing ways of life. Maori were only to be allowed to sell land to The Crown [there had been some questionable land deals, with payments to Chiefs who might or might not have been entitled to sell. Before Europeans, land transfer titles were effected by killing, eating and shrinking the heads of neighbouring land owners]. They could keep these rights to their property so long as they wished. Which means they still have them. Unfortunately, for 150 years, people tended to interbreed and form a common citizenship approach to life, with blended New Zealand DNA and culture. Now, the government, Labour party, many Maoris and others are promoting separate development based on DNA. Not eugenics of course, though if you are the right race you get special favours. We'll have to bring in pass laws soon so that people doing things such as being in a town or fishing area or whatever will be able to prove that they are racially entitled to be there doing that. We've got a good model from South Africa, so can see the weaknesses which developed. The USA too failed to maintain racial distinction so that only the right people could attend certain schools, universities etc. We should be able to do it right. One difficulty will be that the favoured DNA will be in a minority, so the South African problem will quickly arise of swamping of the chosen few. We'll need eugenics laws to ensure no gene pool contamination. We'll need excommunication of half-castes or quarter castes or whatever % mix is decided as too dilute for racial purity. With modern gene sequencing, we should be able to identify racial markers so there will be no doubt whether a person belongs to the right race. We'll have to pass laws to stop people clipping those bits of DNA into their offspring by way of genetic manipulation or mothers will rip off the system by producing artificial Maoris who don't actually have ANY of the right ancestry. A problem that arose earlier this century was that Britain had so many British Subjects, [think of India!], that they were at risk of inundation. So the Poms unilaterally amended the treaty by declaring New Zealanders [including Maoris] persona non grata. So, out went one of the articles of the Treaty. There are only three! There were also land acquisitions under the Public Works Act and also some confiscations in retaliation for the odd rebellion, murder or other antisocial behaviour by some Maoris. Some of these land confiscations have latterly been considered unreasonable in courts [they were always considered unreasonable by Maoris]. So there is a bit muck up. Waitangi Day is a celebration [you wouldn't think of it as a celebration if you saw the proceedings] of Nationhood and a deal between Maoris and the rest of us - whichever we are and if we can tell the difference and it's all getting a bit confused. It's a bit like the ITU 3G process - with lots of officials enjoying lovely salaries, lunches, hotels, hui and status. Much of it at the taxpayer's expense. Something like that anyway. That's the short version. Don't expect the Final Solution any time soon because it's very complicated but we should be able to get it right...with time. wcc.govt.nz